Independent Financial Group’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Independent Financial Group’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	$125K	Hold	10,000	–	–	﹤0.01%	1509
2026 Q1	$119K	Hold	10,000	–	–	﹤0.01%	1416
2025 Q4	$124K	Hold	10,000	–	–	﹤0.01%	1370
2025 Q3	$127K	Hold	10,000	–	–	﹤0.01%	1323
2025 Q2	$118K	Hold	10,000	–	–	﹤0.01%	1259
2025 Q1	$126K	Buy	+10,000	New	+$127K	﹤0.01%	1140

Other funds holding NKX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Independent Financial Group's NKX Position: Q2 2026 in Review

Independent Financial Group held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q2 2026 at 10,000 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Independent Financial Group first reported a position in NKX in Q1 2025 and has held it in 6 quarters since. The position peaked at $127K in Q3 2025. 84 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

Independent Financial Group held 10,000 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $125K as of Q2 2026.
Independent Financial Group 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 Independent Financial Group's portfolio in Q2 2026, its #1509 holding.
Independent Financial Group first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2025 and has held it in 6 quarters since.
Independent Financial Group's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $127K in Q3 2025.
84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.