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

Miracle Mile 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
2023 Q2	–	Sell	-11,265	Closed	-$131K	–	523
2023 Q1	$131K	Sell	11,265 -2,904	-20%	-$35K	﹤0.01%	493
2022 Q4	$174K	Buy	14,169 +26	+0.2%	+$303	0.01%	480
2022 Q3	$167K	Buy	14,143 +25	+0.2%	+$332	0.01%	417
2022 Q2	$182K	Buy	14,118 +25	+0.2%	+$327	0.01%	417
2022 Q1	$191K	Buy	14,093 +23	+0.2%	+$331	0.01%	442
2021 Q4	$223K	Buy	14,070 +21	+0.1%	+$339	0.01%	418
2021 Q3	$230K	Buy	14,049 +20	+0.1%	+$329	0.01%	382
2021 Q2	$229K	Buy	14,029 +21	+0.1%	+$333	0.01%	346
2021 Q1	$216K	Buy	14,008 +20	+0.1%	+$308	0.01%	348
2020 Q4	$220K	Buy	13,988 +18	+0.1%	+$277	0.01%	340
2020 Q3	$213K	Buy	+13,970	New	+$214K	0.01%	326

Other funds holding NKX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Miracle Mile Advisors's NKX Position: Q2 2023 in Review

Miracle Mile Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2023, closing a stake of 11,265 shares — an estimated $131K sold.

Miracle Mile Advisors first reported a position in NKX in Q3 2020 and held it in 11 quarters. The position peaked at $230K in Q3 2021. 64 funds tracked by Wall St. Rank hold NKX as of Q2 2023.

Miracle Mile Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Miracle Mile Advisors sold 11,265 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $131K.
Miracle Mile Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2020 and held it in 11 quarters.
Miracle Mile Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $230K in Q3 2021.
64 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2023.

Based on Miracle Mile Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.