Next Financial Group’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Next Financial Group’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
2021 Q4	$39K	Hold	2,467	–	–	﹤0.01%	1583
2021 Q3	$40K	Buy	2,467 +673	+38%	+$11.1K	﹤0.01%	1510
2021 Q2	$29K	Hold	1,794	–	–	﹤0.01%	1618
2021 Q1	$28K	Hold	1,794	–	–	﹤0.01%	1521
2020 Q4	$28K	Hold	1,794	–	–	﹤0.01%	1411
2020 Q3	$27K	Buy	+1,794	New	+$27.5K	﹤0.01%	1305
2020 Q2	–	Sell	-1,794	Closed	-$25K	–	1435
2020 Q1	$25K	Hold	1,794	–	–	﹤0.01%	1190
2019 Q4	$27K	Hold	1,794	–	–	﹤0.01%	1412
2019 Q3	$27K	Hold	1,794	–	–	﹤0.01%	1329
2019 Q2	$26K	Buy	+1,794	New	+$25.5K	﹤0.01%	1375
2019 Q1	–	Sell	-1,794	Closed	-$23K	–	1960
2018 Q4	$23K	Buy	+1,794	New	+$22.7K	﹤0.01%	1045
2017 Q1	–	Sell	-492	Closed	-$7K	–	2142
2016 Q4	$7K	Hold	492	–	–	﹤0.01%	1814
2016 Q3	$8K	Buy	+492	New	+$8.39K	﹤0.01%	1764

Other funds holding NKX

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Next Financial Group's NKX Position: Q4 2021 in Review

Next Financial Group held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q4 2021 at 2,467 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Next Financial Group first reported a position in NKX in Q3 2016 and has held it in 13 quarters since. The position peaked at $40K in Q3 2021. 64 funds tracked by Wall St. Rank hold NKX as of Q4 2021.

Next Financial Group held 2,467 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $39K as of Q4 2021.
Next Financial Group left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q4 2021.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1583 holding.
Next Financial Group first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2016 and has held it in 13 quarters since.
Next Financial Group's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $40K in Q3 2021.
64 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.