Lazari Capital Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Lazari Capital Management’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	$360K	Hold	28,761	–	–	0.11%	115
2026 Q1	$342K	Hold	28,761	–	–	0.12%	109
2025 Q4	$358K	Hold	28,761	–	–	0.12%	105
2025 Q3	$364K	Hold	28,761	–	–	0.12%	100
2025 Q2	$339K	Hold	28,761	–	–	0.13%	98
2025 Q1	$362K	Hold	28,761	–	–	0.15%	92
2024 Q4	$364K	Hold	28,761	–	–	0.14%	90
2024 Q3	$391K	Hold	28,761	–	–	0.17%	89
2024 Q2	$360K	Hold	28,761	–	–	0.16%	92
2024 Q1	$349K	Hold	28,761	–	–	0.19%	76
2023 Q4	$332K	Hold	28,761	–	–	0.19%	75
2023 Q3	$295K	Hold	28,761	–	–	0.18%	81
2023 Q2	$332K	Buy	+28,761	New	+$326K	0.19%	77

Other funds holding NKX

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $134M AUM

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Lazari Capital Management's NKX Position: Q2 2026 in Review

Lazari Capital Management held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q2 2026 at 28,761 shares worth $360K. The position accounts for 0.11% of the portfolio, ranked #115.

Lazari Capital Management first reported a position in NKX in Q2 2023 and has held it in 13 quarters since. The position peaked at $391K in Q3 2024. 34 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

Lazari Capital Management held 28,761 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $360K as of Q2 2026.
Lazari Capital Management left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.11% of Lazari Capital Management's portfolio in Q2 2026, its #115 holding.
Lazari Capital Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $391K in Q3 2024.
34 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.