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LifeSteps Financial’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

LifeSteps Financial’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 		$9.4K Buy
+750
New +$9.28K ﹤0.01% 427

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

LifeSteps Financial's NKX Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2026: 750 shares worth $9.4K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings.

33 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • LifeSteps Financial held 750 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $9.4K as of Q2 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund was a new LifeSteps Financial position in Q2 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #427 holding.
  • 33 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.