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

OTA 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
2022 Q3	–	Sell	-26,198	Closed	-$337K	–	120
2022 Q2	$337K	Buy	+26,198	New	+$342K	0.16%	50
2016 Q2	–	Sell	-15,782	Closed	-$252K	–	84
2016 Q1	$252K	Buy	+15,782	New	+$248K	0.44%	50
2014 Q4	–	Sell	-19,704	Closed	-$268K	–	93
2014 Q3	$268K	Buy	+19,704	New	+$271K	0.36%	52

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

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

HWAM

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

AAM

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

LCM

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

OTA Financial Group's NKX Position: Q3 2022 in Review

OTA Financial Group sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2022, closing a stake of 26,198 shares — an estimated $337K sold.

OTA Financial Group first reported a position in NKX in Q3 2014 and held it in 3 quarters. The position peaked at $337K in Q2 2022. 56 funds tracked by Wall St. Rank hold NKX as of Q3 2022.

OTA Financial Group reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
OTA Financial Group sold 26,198 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $337K.
OTA Financial Group first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2014 and held it in 3 quarters.
OTA Financial Group's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $337K in Q2 2022.
56 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on OTA Financial Group's 13F filing for Q3 2022, filed 17 Oct 2022.