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 Q3	$135K	Hold	12,848	–	–	0.02%	347
2026 Q2	$161K	Hold	12,848	–	–	0.02%	353
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $193M AUM 12.8% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return

Maia Wealth's NKX Position: Q3 2026 in Review

Maia Wealth held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q3 2026 at 12,848 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #347.

Maia Wealth first reported a position in NKX in Q3 2025 and has held it in 5 quarters since. The position peaked at $169K in Q4 2025. 18 funds tracked by Wall St. Rank hold NKX as of Q3 2026.

Maia Wealth held 12,848 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $135K as of Q3 2026.
Maia Wealth left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q3 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.02% of Maia Wealth's portfolio in Q3 2026, its #347 holding.
Maia Wealth first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2025 and has held it in 5 quarters since.
Maia Wealth's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $169K in Q4 2025.
18 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.