Modern Wealth Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Modern Wealth Management’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	$254K	Hold	21,185	–	–	﹤0.01%	770
2025 Q4	$264K	Hold	21,185	–	–	﹤0.01%	722
2025 Q3	$268K	Hold	21,185	–	–	0.01%	677
2025 Q2	$249K	Buy	+21,185	New	+$252K	0.01%	667

Other funds holding NKX

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Modern Wealth Management's NKX Position: Q1 2026 in Review

Modern Wealth Management held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q1 2026 at 21,185 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Modern Wealth Management first reported a position in NKX in Q2 2025 and has held it in 4 quarters since. The position peaked at $268K in Q3 2025. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

Modern Wealth Management held 21,185 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $254K as of Q1 2026.
Modern Wealth Management left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #770 holding.
Modern Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2025 and has held it in 4 quarters since.
Modern Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $268K in Q3 2025.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.