J.W. Cole Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

J.W. Cole Advisors’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	$827K	Buy	+66,000	New	+$817K	0.01%	812
2026 Q1	–	Sell	-66,000	Closed	-$821K	–	1230
2025 Q4	$821K	Hold	66,000	–	–	0.02%	707
2025 Q3	$836K	Sell	66,000 -16,000	-20%	-$191K	0.02%	789
2025 Q2	$965K	Hold	82,000	–	–	0.02%	683
2025 Q1	$1.03M	Buy	+82,000	New	+$1.04M	0.03%	527
2020 Q4	–	Sell	-57,250	Closed	-$874K	–	791
2020 Q3	$874K	Buy	+57,250	New	+$879K	0.07%	279

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

J.W. Cole Advisors's NKX Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2026: 66,000 shares worth $827K. The stake represents 0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in NKX as recently as Q4 2025.

J.W. Cole Advisors first reported a position in NKX in Q3 2020 and has held it in 6 quarters since. The position peaked at $1.03M in Q1 2025. 84 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

J.W. Cole Advisors held 66,000 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $827K as of Q2 2026.
Nuveen California AMT-Free Quality Municipal Income Fund was a new J.W. Cole Advisors position in Q2 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #812 holding.
J.W. Cole Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2020 and has held it in 6 quarters since.
J.W. Cole Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $1.03M in Q1 2025.
84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.