Pacific Wealth Strategies Group’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Pacific Wealth Strategies 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
2026 Q2	$351K	Hold	28,000	–	–	0.2%	45
2026 Q1	$333K	Hold	28,000	–	–	0.21%	51
2025 Q4	$348K	Hold	28,000	–	–	0.2%	47
2025 Q3	$355K	Hold	28,000	–	–	0.22%	50
2025 Q2	$322K	Sell	28,000 -2,149	-7%	-$25.6K	0.21%	47
2025 Q1	$380K	Hold	30,149	–	–	0.28%	43
2024 Q4	$381K	Hold	30,149	–	–	0.27%	42
2024 Q3	$410K	Sell	30,149 -2,649	-8%	-$35.1K	0.3%	38
2024 Q2	$410K	Sell	32,798 -297	-0.9%	-$3.54K	0.34%	39
2024 Q1	$402K	Sell	33,095 -405	-1%	-$4.68K	0.34%	39
2023 Q4	$387K	Sell	33,500 -8,803	-21%	-$95.1K	0.37%	39
2023 Q3	$434K	Sell	42,303 -16,395	-28%	-$183K	0.46%	40
2023 Q2	$677K	Hold	58,698	–	–	0.69%	33
2023 Q1	$683K	Buy	58,698 +384	+0.7%	+$4.63K	0.78%	31
2022 Q4	$717K	Buy	58,314 +21,669	+59%	+$252K	0.96%	31
2022 Q3	$433K	Sell	36,645 -1,600	-4%	-$21.3K	0.6%	34
2022 Q2	$493K	Sell	38,245 -208,531	-85%	-$2.72M	0.64%	35
2022 Q1	$3.35M	Sell	246,776 -2,000	-0.8%	-$28.7K	1.4%	21
2021 Q4	$3.94M	Buy	248,776 +3,000	+1%	+$48.5K	1.37%	25
2021 Q3	$4.03M	Sell	245,776 -260	-0.1%	-$4.27K	1.49%	25
2021 Q2	$4.01M	Sell	246,036 -19,673	-7%	-$312K	1.53%	21
2021 Q1	$4.11M	Sell	265,709 -9,920	-4%	-$153K	1.72%	19
2020 Q4	$4.29M	Buy	275,629 +1,000	+0.4%	+$15.4K	1.85%	14
2020 Q3	$4.19M	Hold	274,629	–	–	2.2%	14
2020 Q2	$4.1M	Sell	274,629 -5,406	-2%	-$77.8K	2.28%	15
2020 Q1	$3.96M	Sell	280,035 -10,888	-4%	-$165K	2.7%	11
2019 Q4	$4.42M	Sell	290,923 -4,106	-1%	-$62.2K	2.44%	12
2019 Q3	$4.46M	Sell	295,029 -37,417	-11%	-$565K	2.75%	9
2019 Q2	$4.85M	Sell	332,446 -3,366	-1%	-$47.8K	3.04%	8
2019 Q1	$4.67M	Buy	335,812 +7,307	+2%	+$98K	3.02%	8
2018 Q4	$4.17M	Sell	328,505 -42,642	-11%	-$539K	2.99%	8
2018 Q3	$4.78M	Buy	371,147 +5,190	+1%	+$69.6K	3.06%	8
2018 Q2	$4.97M	Buy	365,957 +45,794	+14%	+$618K	3.43%	5
2018 Q1	$4.33M	Sell	320,163 -7,906	-2%	-$113K	3.09%	7
2017 Q4	$5.04M	Buy	328,069 +10,958	+3%	+$171K	3.58%	5
2017 Q3	$5M	Buy	317,111 +3,812	+1%	+$60.4K	3.95%	6
2017 Q2	$4.88M	Buy	313,299 +2,780	+0.9%	+$42.2K	4.16%	5
2017 Q1	$4.58M	Buy	310,519 +24,101	+8%	+$351K	3.97%	5
2016 Q4	$4.1M	Buy	+286,418	New	+$4.24M	4.04%	8

Other funds holding NKX

HWAM

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $134M AUM

BZWA

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

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

LCM

Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Pacific Wealth Strategies Group's NKX Position: Q2 2026 in Review

Pacific Wealth Strategies Group held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q2 2026 at 28,000 shares worth $351K. The position accounts for 0.2% of the portfolio, ranked #45.

Pacific Wealth Strategies Group first reported a position in NKX in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.04M in Q4 2017. 23 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

Pacific Wealth Strategies Group held 28,000 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $351K as of Q2 2026.
Pacific Wealth Strategies Group left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.2% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #45 holding.
Pacific Wealth Strategies Group first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2016 and has held it in 39 quarters since.
Pacific Wealth Strategies Group's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $5.04M in Q4 2017.
23 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.