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

LPL 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
Q1 		$3.41M Buy
286,334
+20,244
+8% +$257K ﹤0.01% 2986
2025
Q4 		$3.31M Buy
266,090
+7,692
+3% +$97.6K ﹤0.01% 2911
2025
Q3 		$3.27M Buy
258,398
+30,626
+13% +$366K ﹤0.01% 2856
2025
Q2 		$2.68M Buy
227,772
+10,516
+5% +$125K ﹤0.01% 2853
2025
Q1 		$2.74M Buy
217,256
+16,495
+8% +$210K ﹤0.01% 2668
2024
Q4 		$2.54M Buy
200,761
+36,725
+22% +$482K ﹤0.01% 2654
2024
Q3 		$2.23M Buy
164,036
+25,651
+19% +$339K ﹤0.01% 2620
2024
Q2 		$1.73M Buy
138,385
+2,300
+2% +$27.4K ﹤0.01% 2737
2024
Q1 		$1.65M Buy
136,085
+57,880
+74% +$670K ﹤0.01% 2705
2023
Q4 		$902K Buy
78,205
+5,634
+8% +$60.9K ﹤0.01% 3133
2023
Q3 		$745K Buy
72,571
+7,210
+11% +$80.3K ﹤0.01% 3160
2023
Q2 		$754K Sell
65,361
-7,286
-10% -$82.7K ﹤0.01% 3101
2023
Q1 		$846K Buy
72,647
+942
+1% +$11.4K ﹤0.01% 2878
2022
Q4 		$882K Sell
71,705
-35,278
-33% -$411K ﹤0.01% 2739
2022
Q3 		$1.26M Buy
106,983
+3,594
+3% +$47.8K ﹤0.01% 2354
2022
Q2 		$1.33M Buy
103,389
+26,182
+34% +$342K ﹤0.01% 2338
2022
Q1 		$1.05M Sell
77,207
-9,631
-11% -$138K ﹤0.01% 2576
2021
Q4 		$1.38M Sell
86,838
-705
-0.8% -$11.4K ﹤0.01% 2393
2021
Q3 		$1.44M Buy
87,543
+3,152
+4% +$51.8K ﹤0.01% 2308
2021
Q2 		$1.38M Buy
84,391
+34,842
+70% +$553K ﹤0.01% 2298
2021
Q1 		$766K Sell
49,549
-4,266
-8% -$65.7K ﹤0.01% 2644
2020
Q4 		$848K Buy
53,815
+3,591
+7% +$55.3K ﹤0.01% 2314
2020
Q3 		$767K Sell
50,224
-2,011
-4% -$30.9K ﹤0.01% 2134
2020
Q2 		$780K Buy
52,235
+917
+2% +$13.2K ﹤0.01% 2034
2020
Q1 		$727K Buy
51,318
+6,682
+15% +$101K ﹤0.01% 1836
2019
Q4 		$679K Buy
44,636
+1,949
+5% +$29.5K ﹤0.01% 2121
2019
Q3 		$645K Sell
42,687
-14,626
-26% -$221K ﹤0.01% 2071
2019
Q2 		$837K Sell
57,313
-14,902
-21% -$212K ﹤0.01% 1857
2019
Q1 		$1M Sell
72,215
-3,190
-4% -$42.8K ﹤0.01% 1647
2018
Q4 		$956K Sell
75,405
-13,316
-15% -$168K ﹤0.01% 1570
2018
Q3 		$1.14M Sell
88,721
-8,980
-9% -$120K ﹤0.01% 1580
2018
Q2 		$1.33M Sell
97,701
-3,910
-4% -$52.8K ﹤0.01% 1431
2018
Q1 		$1.38M Buy
101,611
+10,703
+12% +$153K ﹤0.01% 1368
2017
Q4 		$1.4M Buy
90,908
+22,978
+34% +$358K ﹤0.01% 1299
2017
Q3 		$1.07M Sell
67,930
-124,373
-65% -$1.97M ﹤0.01% 1386
2017
Q2 		$2.99M Sell
192,303
-167,948
-47% -$2.55M 0.01% 744
2017
Q1 		$5.29M Sell
360,251
-24,545
-6% -$357K 0.04% 410
2016
Q4 		$5.52M Buy
384,796
+3,907
+1% +$57.8K 0.04% 375
2016
Q3 		$6.29M Buy
380,889
+24,449
+7% +$417K 0.06% 301
2016
Q2 		$6.16M Sell
356,440
-358,227
-50% -$5.85M 0.05% 309
2016
Q1 		$11.4M Sell
714,667
-22,571
-3% -$354K 0.03% 399
2015
Q4 		$11.4M Buy
737,238
+378,325
+105% +$5.65M 0.03% 402
2015
Q3 		$5.29M Buy
358,913
+14,411
+4% +$209K 0.03% 440
2015
Q2 		$4.95M Buy
344,502
+10,525
+3% +$154K 0.03% 518
2015
Q1 		$4.99M Buy
333,977
+17,395
+5% +$258K 0.03% 521
2014
Q4 		$4.67M Buy
316,582
+23,202
+8% +$329K 0.03% 514
2014
Q3 		$4.08M Buy
293,380
+36,260
+14% +$498K 0.02% 541
2014
Q2 		$3.51M Buy
257,120
+63,257
+33% +$859K 0.02% 613
2014
Q1 		$2.58M Buy
193,863
+80,653
+71% +$1.04M 0.02% 717
2013
Q4 		$1.38M Sell
113,210
-8,038
-7% -$98.2K 0.01% 1043
2013
Q3 		$1.45M Buy
121,248
+35,497
+41% +$436K 0.01% 978
2013
Q2 		$1.16M Buy
+85,751
New +$1.21M 0.01% 1040

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
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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

LPL Financial's NKX Position: Q1 2026 in Review

LPL Financial increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 7.6% in Q1 2026, buying an estimated $257K and bringing the position to 286,334 shares worth $3.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2986.

LPL Financial first reported a position in NKX in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.4M in Q1 2016. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • LPL Financial held 286,334 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $3.41M as of Q1 2026.
  • LPL Financial bought 20,244 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $257K.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2986 holding.
  • LPL Financial first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $11.4M in Q1 2016.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.