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

Integrated Wealth Concepts’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
Q1 		$655K Buy
+55,039
New +$700K 0.01% 1379
2025
Q4 		– Sell
-34,770
Closed -$441K – 1907
2025
Q3 		$441K Buy
34,770
+9
+0% +$107 ﹤0.01% 1425
2025
Q2 		$409K Buy
34,761
+9
+0% +$107 ﹤0.01% 1383
2025
Q1 		$438K Buy
34,752
+5
+0% +$64 0.01% 1202
2024
Q4 		$439K Sell
34,747
-1,552
-4% -$20.4K 0.01% 1186
2024
Q3 		$493K Sell
36,299
-15
-0% -$198 0.01% 1091
2024
Q2 		$454K Buy
36,314
+449
+1% +$5.35K 0.01% 1092
2024
Q1 		$436K Buy
35,865
+19
+0.1% +$220 0.01% 1110
2023
Q4 		$414K Buy
35,846
+18
+0.1% +$194 0.01% 1086
2023
Q3 		$368K Buy
35,828
+17
+0% +$189 0.01% 1128
2023
Q2 		$413K Buy
35,811
+5,650
+19% +$64.1K 0.01% 1078
2023
Q1 		$351K Buy
+30,161
New +$364K 0.01% 985

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Integrated Wealth Concepts's NKX Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2026: 55,039 shares worth $655K. The stake represents 0.01% of the portfolio and ranks #1379 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in NKX as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in NKX in Q1 2023 and has held it in 12 quarters since. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • Integrated Wealth Concepts held 55,039 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $655K as of Q1 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund was a new Integrated Wealth Concepts position in Q1 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1379 holding.
  • Integrated Wealth Concepts first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2023 and has held it in 12 quarters since.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.