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

Napa 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
2025 Q3	$700K	Buy	55,249 +220	+0.4%	+$2.63K	0.33%	71
2025 Q2	$648K	Sell	55,029 -13,033	-19%	-$155K	0.31%	76
2025 Q1	$857K	Sell	68,062 -5,093	-7%	-$64.9K	0.48%	50
2024 Q4	$925K	Sell	73,155 -26,043	-26%	-$342K	0.4%	74
2024 Q3	$1.35M	Buy	99,198 +29,826	+43%	+$395K	0.64%	35
2024 Q2	$868K	Sell	69,372 -29,605	-30%	-$353K	0.59%	35
2024 Q1	$1.2M	Sell	98,977 -35	-0%	-$405	0.63%	15
2023 Q4	$1.14M	Buy	+99,012	New	+$1.07M	0.62%	37

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

Napa Wealth Management's NKX Position: Q3 2025 in Review

Napa Wealth Management increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 0.4% in Q3 2025, buying an estimated $2.63K and bringing the position to 55,249 shares worth $700K. The position accounts for 0.33% of the portfolio, ranked #71.

Napa Wealth Management first reported a position in NKX in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.35M in Q3 2024. 65 funds tracked by Wall St. Rank hold NKX as of Q3 2025.

Napa Wealth Management held 55,249 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $700K as of Q3 2025.
Napa Wealth Management bought 220 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $2.63K.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.33% of Napa Wealth Management's portfolio in Q3 2025, its #71 holding.
Napa Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2023 and has held it in 8 quarters since.
Napa Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $1.35M in Q3 2024.
65 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.