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

Maia Wealth’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 		$153K Hold
12,848
– – 0.03% 339
2025
Q4 		$169K Hold
12,848
– – 0.03% 337
2025
Q3 		$166K Buy
+12,848
New +$153K 0.03% 334

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Maia Wealth's NKX Position: Q1 2026 in Review

Maia Wealth held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q1 2026 at 12,848 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #339.

Maia Wealth first reported a position in NKX in Q3 2025 and has held it in 3 quarters since. The position peaked at $169K in Q4 2025. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • Maia Wealth held 12,848 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $153K as of Q1 2026.
  • Maia Wealth left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q1 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.03% of Maia Wealth's portfolio in Q1 2026, its #339 holding.
  • Maia Wealth first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Maia Wealth's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $169K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.