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Marex Group’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Marex Group’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 		– Sell
-10,510
Closed -$125K – 1278
2026
Q1 		$125K Buy
+10,510
New +$134K ﹤0.01% 936

Other funds holding NKX

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
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

Marex Group's NKX Position: Q2 2026 in Review

Marex Group sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2026, closing a stake of 10,510 shares — an estimated $125K sold.

Marex Group first reported a position in NKX in Q1 2026 and held it in 1 quarter. The position peaked at $125K in Q1 2026. 84 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • Marex Group reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Marex Group sold 10,510 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $125K.
  • Marex Group first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2026 and held it in 1 quarter.
  • Marex Group's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $125K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.