Janney Montgomery Scott’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Janney Montgomery Scott’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	$144K	Hold	12,100	–	–	﹤0.01%	2675
2025 Q4	$151K	Hold	12,100	–	–	﹤0.01%	2840
2025 Q3	$153K	Hold	12,100	–	–	﹤0.01%	2773
2025 Q2	$142K	Buy	12,100 +1,500	+14%	+$17.9K	﹤0.01%	2611
2025 Q1	$133K	Sell	10,600 -6,538	-38%	-$83.3K	﹤0.01%	2587
2024 Q4	$217K	Hold	17,138	–	–	﹤0.01%	2506
2024 Q3	$233K	Hold	17,138	–	–	﹤0.01%	2440
2024 Q2	$214K	Hold	17,138	–	–	﹤0.01%	2415
2024 Q1	$208K	Hold	17,138	–	–	﹤0.01%	2551
2023 Q4	$198K	Sell	17,138 -831	-5%	-$8.98K	﹤0.01%	2474
2023 Q3	$184K	Buy	17,969 +2,963	+20%	+$33K	﹤0.01%	2401
2023 Q2	$173K	Buy	+15,006	New	+$170K	﹤0.01%	2491

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

Janney Montgomery Scott's NKX Position: Q1 2026 in Review

Janney Montgomery Scott held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q1 2026 at 12,100 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #2675.

Janney Montgomery Scott first reported a position in NKX in Q2 2023 and has held it in 12 quarters since. The position peaked at $233K in Q3 2024. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

Janney Montgomery Scott held 12,100 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $144K as of Q1 2026.
Janney Montgomery Scott left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2675 holding.
Janney Montgomery Scott first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2023 and has held it in 12 quarters since.
Janney Montgomery Scott's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $233K in Q3 2024.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.