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

MKT 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
2026 Q3	–	Sell	-17,709	Closed	-$222K	–	153
2026 Q2	$222K	Sell	17,709 -11,174	-39%	-$138K	0.07%	146
2026 Q1	$344K	Sell	28,883 -2,051	-7%	-$26.1K	0.12%	106
2025 Q4	$387K	Sell	30,934 -40,709	-57%	-$517K	0.13%	106
2025 Q3	$916K	Hold	71,643	–	–	0.34%	49
2025 Q2	$843K	Hold	71,643	–	–	0.33%	46
2025 Q1	$896K	Hold	71,643	–	–	0.42%	38
2024 Q4	$907K	Hold	71,643	–	–	0.4%	37
2024 Q3	$979K	Buy	71,643 +37	+0.1%	+$490	0.46%	35
2024 Q2	$914K	Buy	71,606 +293	+0.4%	+$3.49K	0.45%	35
2024 Q1	$851K	Buy	71,313 +479	+0.7%	+$5.54K	0.47%	33
2023 Q4	$818K	Sell	70,834 -1,688	-2%	-$18.2K	0.54%	35
2023 Q3	$730K	Hold	72,522	–	–	0.55%	37
2023 Q2	$835K	Hold	72,522	–	–	0.59%	32
2023 Q1	$844K	Sell	72,522 -2,000	-3%	-$24.1K	0.63%	33
2022 Q4	$936K	Hold	74,522	–	–	0.71%	26
2022 Q3	$880K	Hold	74,522	–	–	0.76%	25
2022 Q2	$1M	Hold	74,522	–	–	0.78%	20
2022 Q1	$981K	Buy	74,522 +303	+0.4%	+$4.35K	0.74%	26
2021 Q4	$1.08M	Buy	+74,219	New	+$1.2M	0.85%	18

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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

MKT Advisors's NKX Position: Q3 2026 in Review

MKT Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2026, closing a stake of 17,709 shares — an estimated $222K sold.

MKT Advisors first reported a position in NKX in Q4 2021 and held it in 19 quarters. The position peaked at $1.08M in Q4 2021. 21 funds tracked by Wall St. Rank hold NKX as of Q3 2026.

MKT Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2026 after selling out during the quarter.
MKT Advisors sold 17,709 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $222K.
MKT Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2021 and held it in 19 quarters.
MKT Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $1.08M in Q4 2021.
21 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.