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LifeGoal Wealth Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

LifeGoal Wealth 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
2025
Q2 		– Sell
-16,140
Closed -$203K – 71
2025
Q1 		$203K Hold
16,140
– – 0.22% 61
2024
Q4 		$204K Buy
+16,140
New +$212K 0.22% 58

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

LifeGoal Wealth Advisors's NKX Position: Q2 2025 in Review

LifeGoal Wealth Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2025, closing a stake of 16,140 shares — an estimated $203K sold.

LifeGoal Wealth Advisors first reported a position in NKX in Q4 2024 and held it in 2 quarters. The position peaked at $204K in Q4 2024. 68 funds tracked by Wall St. Rank hold NKX as of Q2 2025.

  • LifeGoal Wealth Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 16,140 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $203K.
  • LifeGoal Wealth Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2024 and held it in 2 quarters.
  • LifeGoal Wealth Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $204K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.