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

MYeCFO’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
2025 Q3	–	Sell	-15,000	Closed	-$177K	–	63
2025 Q2	$177K	Sell	15,000 -54,500	-78%	-$649K	0.09%	59
2025 Q1	$875K	Sell	69,500 -2,138	-3%	-$27.2K	0.46%	32
2024 Q4	$906K	Sell	71,638 -1,800	-2%	-$23.6K	0.49%	31
2024 Q3	$998K	Sell	73,438 -3,400	-4%	-$45K	0.54%	28
2024 Q2	$961K	Sell	76,838 -762	-1%	-$9.08K	0.55%	28
2024 Q1	$943K	Sell	77,600 -2,500	-3%	-$28.9K	0.55%	29
2023 Q4	$924K	Sell	80,100 -8,300	-9%	-$89.7K	0.58%	30
2023 Q3	$907K	Sell	88,400 -3,000	-3%	-$33.4K	0.63%	29
2023 Q2	$1.05M	Buy	91,400 +4,000	+5%	+$45.4K	0.77%	24
2023 Q1	$1.02M	Sell	87,400 -9,300	-10%	-$112K	0.76%	22
2022 Q4	$1.19M	Buy	+96,700	New	+$1.13M	0.98%	19

Other funds holding NKX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

MYeCFO's NKX Position: Q3 2025 in Review

MYeCFO sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2025, closing a stake of 15,000 shares — an estimated $177K sold.

MYeCFO first reported a position in NKX in Q4 2022 and held it in 11 quarters. The position peaked at $1.19M in Q4 2022. 65 funds tracked by Wall St. Rank hold NKX as of Q3 2025.

MYeCFO reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
MYeCFO sold 15,000 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $177K.
MYeCFO first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 11 quarters.
MYeCFO's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $1.19M in Q4 2022.
65 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on MYeCFO's 13F filing for Q3 2025, filed 10 Oct 2025.