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 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $134M AUM

BZWA

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MKT Advisors's NKX Position: Q2 2026 in Review

MKT Advisors reduced its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 39% in Q2 2026, selling an estimated $138K and leaving 17,709 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #146.

MKT Advisors first reported a position in NKX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.08M in Q4 2021. 16 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

MKT Advisors held 17,709 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $222K as of Q2 2026.
MKT Advisors sold 11,174 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $138K.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.07% of MKT Advisors's portfolio in Q2 2026, its #146 holding.
MKT Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2021 and has held it in 19 quarters since.
MKT Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $1.08M in Q4 2021.
16 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.