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 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 $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

J.W. Cole Advisors's NKX Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2026, closing a stake of 66,000 shares — an estimated $821K sold.

J.W. Cole Advisors first reported a position in NKX in Q3 2020 and held it in 5 quarters. The position peaked at $1.03M in Q1 2025. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

J.W. Cole Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 66,000 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $821K.
J.W. Cole Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2020 and held it in 5 quarters.
J.W. Cole Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $1.03M in Q1 2025.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.