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Kestra Advisory Services’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Kestra Advisory Services’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
-7,927
Closed -$98.6K – 3956
2025
Q4 		$98.6K Buy
+7,927
New +$101K ﹤0.01% 3434
2024
Q4 		– Sell
-10,512
Closed -$143K – 2768
2024
Q3 		$143K Buy
10,512
+129
+1% +$1.71K ﹤0.01% 2431
2024
Q2 		$130K Buy
10,383
+56
+0.5% +$667 ﹤0.01% 2488
2024
Q1 		$125K Sell
10,327
-31,253
-75% -$362K ﹤0.01% 2351
2023
Q4 		$480K Buy
41,580
+414
+1% +$4.47K ﹤0.01% 1560
2023
Q3 		$422K Buy
41,166
+298
+0.7% +$3.32K ﹤0.01% 1462
2023
Q2 		$472K Buy
40,868
+307
+0.8% +$3.48K ﹤0.01% 1347
2023
Q1 		$472K Sell
40,561
-9,975
-20% -$120K 0.01% 1314
2022
Q4 		$622K Sell
50,536
-800
-2% -$9.32K 0.01% 1271
2022
Q3 		$606K Buy
51,336
+342
+0.7% +$4.55K 0.01% 1212
2022
Q2 		$657K Sell
50,994
-4,610
-8% -$60.2K 0.01% 1163
2022
Q1 		$754K Buy
55,604
+658
+1% +$9.46K 0.01% 1078
2021
Q4 		$870K Buy
54,946
+9,546
+21% +$154K 0.01% 1046
2021
Q3 		$744K Buy
45,400
+207
+0.5% +$3.4K 0.01% 1171
2021
Q2 		$737K Sell
45,193
-1,794
-4% -$28.5K 0.01% 1087
2021
Q1 		$726K Sell
46,987
-4,847
-9% -$74.6K 0.01% 1010
2020
Q4 		$815K Buy
51,834
+9,779
+23% +$151K 0.01% 961
2020
Q3 		$642K Buy
+42,055
New +$646K 0.01% 778

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

Kestra Advisory Services's NKX Position: Q1 2026 in Review

Kestra Advisory Services sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2026, closing a stake of 7,927 shares — an estimated $98.6K sold.

Kestra Advisory Services first reported a position in NKX in Q3 2020 and held it in 18 quarters. The position peaked at $870K in Q4 2021. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • Kestra Advisory Services reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 7,927 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $98.6K.
  • Kestra Advisory Services first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2020 and held it in 18 quarters.
  • Kestra Advisory Services's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $870K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.