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

Mutual 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 Q1	$147K	Hold	12,344	–	–	﹤0.01%	1291
2025 Q4	$154K	Hold	12,344	–	–	﹤0.01%	1265
2025 Q3	$157K	Sell	12,344 -1,640	-12%	-$19.6K	﹤0.01%	1251
2025 Q2	$161K	Hold	13,984	–	–	﹤0.01%	1146
2025 Q1	$167K	Hold	13,984	–	–	﹤0.01%	1044
2024 Q4	$178K	Hold	13,984	–	–	0.01%	1036
2024 Q3	$187K	Hold	13,984	–	–	0.01%	1052
2024 Q2	$177K	Hold	13,984	–	–	0.01%	1049
2024 Q1	$170K	Hold	13,984	–	–	0.01%	1051
2023 Q4	$161K	Hold	13,984	–	–	0.01%	975
2023 Q3	$143K	Hold	13,984	–	–	0.01%	937
2023 Q2	$161K	Buy	+13,984	New	+$159K	0.01%	959

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

Mutual Advisors's NKX Position: Q1 2026 in Review

Mutual Advisors held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q1 2026 at 12,344 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Mutual Advisors first reported a position in NKX in Q2 2023 and has held it in 12 quarters since. The position peaked at $187K in Q3 2024. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

Mutual Advisors held 12,344 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $147K as of Q1 2026.
Mutual Advisors 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 Mutual Advisors's portfolio in Q1 2026, its #1291 holding.
Mutual Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2023 and has held it in 12 quarters since.
Mutual Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $187K in Q3 2024.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.