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Highline Wealth Partners’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Highline Wealth Partners’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.57K Hold
524
– – ﹤0.01% 775
2026
Q1 		$6.24K Sell
524
-26
-5% -$331 ﹤0.01% 654
2025
Q4 		$6.84K Hold
550
– – ﹤0.01% 481
2025
Q3 		$6.97K Buy
+550
New +$6.57K ﹤0.01% 487

Other funds holding NKX

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Highline Wealth Partners's NKX Position: Q2 2026 in Review

Highline Wealth Partners held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q2 2026 at 524 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Highline Wealth Partners first reported a position in NKX in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.97K in Q3 2025. 16 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • Highline Wealth Partners held 524 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $6.57K as of Q2 2026.
  • Highline Wealth Partners left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #775 holding.
  • Highline Wealth Partners first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $6.97K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.