MML Investors Services
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MML Investors Services’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

MML Investors Services’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
Q1 		$183K Buy
+15,386
New +$196K ﹤0.01% 2834
2019
Q3 		– Sell
-13,803
Closed -$202K – 1558
2019
Q2 		$202K Buy
+13,803
New +$196K ﹤0.01% 1507

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

MML Investors Services's NKX Position: Q1 2026 in Review

MML Investors Services opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2026: 15,386 shares worth $183K. The stake represents ﹤0.01% of the portfolio and ranks #2834 among its holdings. This is a return to the name: MML Investors Services previously reported a position in NKX as recently as Q2 2019.

MML Investors Services first reported a position in NKX in Q2 2019 and has held it in 2 quarters since. The position peaked at $202K in Q2 2019. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • MML Investors Services held 15,386 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $183K as of Q1 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund was a new MML Investors Services position in Q1 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2834 holding.
  • MML Investors Services first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2019 and has held it in 2 quarters since.
  • MML Investors Services's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $202K in Q2 2019.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.