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

Lyell Wealth 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	$172K	Buy	+13,714	New	+$170K	0.01%	229

Other funds holding NKX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Lyell Wealth Management's NKX Position: Q2 2026 in Review

Lyell Wealth Management opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2026: 13,714 shares worth $172K. The stake represents 0.01% of the portfolio and ranks #229 among its holdings.

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

Lyell Wealth Management held 13,714 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $172K as of Q2 2026.
Nuveen California AMT-Free Quality Municipal Income Fund was a new Lyell Wealth Management position in Q2 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.01% of Lyell Wealth Management's portfolio in Q2 2026, its #229 holding.
84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.