Mercer Global Advisors
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Mercer Global Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Mercer Global Advisors’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
2025
Q4 		– Sell
-27,511
Closed -$349K – 2935
2025
Q3 		$349K Buy
+27,511
New +$328K ﹤0.01% 1985
2022
Q4 		– Sell
-14,525
Closed -$172K – 1972
2022
Q3 		$172K Buy
+14,525
New +$193K ﹤0.01% 1649

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GC
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Mercer Global Advisors's NKX Position: Q4 2025 in Review

Mercer Global Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2025, closing a stake of 27,511 shares — an estimated $349K sold.

Mercer Global Advisors first reported a position in NKX in Q3 2022 and held it in 2 quarters. The position peaked at $349K in Q3 2025. 66 funds tracked by Wall St. Rank hold NKX as of Q4 2025.

  • Mercer Global Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 27,511 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $349K.
  • Mercer Global Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2022 and held it in 2 quarters.
  • Mercer Global Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $349K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on Mercer Global Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.