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

Parallel Advisors’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	-510	Closed	-$6K	–	3640
2025 Q2	$6K	Buy	+510	New	+$6.08K	﹤0.01%	2667
2023 Q1	–	Sell	-532	Closed	-$6.55K	–	3479
2022 Q4	$6.55K	Buy	532 +6	+1%	+$70	﹤0.01%	2206
2022 Q3	$6K	Buy	526 +6	+1%	+$80	﹤0.01%	2221
2022 Q2	$7K	Buy	520 +7	+1%	+$91	﹤0.01%	2138
2022 Q1	$7K	Buy	513 +6	+1%	+$86	﹤0.01%	2176
2021 Q4	$8K	Buy	507 +5	+1%	+$81	﹤0.01%	2214
2021 Q3	$8K	Buy	502 +5	+1%	+$82	﹤0.01%	2185
2021 Q2	$8K	Buy	497 +5	+1%	+$79	﹤0.01%	2116
2021 Q1	$8K	Buy	492 +5	+1%	+$77	﹤0.01%	2018
2020 Q4	$8K	Buy	487 +5	+1%	+$77	﹤0.01%	1884
2020 Q3	$7K	Buy	482 +6	+1%	+$92	﹤0.01%	1900
2020 Q2	$7K	Buy	476 +5	+1%	+$72	﹤0.01%	1852
2020 Q1	$6K	Buy	471 +4	+0.9%	+$61	﹤0.01%	1840
2019 Q4	$7K	Buy	467 +5	+1%	+$76	﹤0.01%	1867
2019 Q3	$7K	Buy	+462	New	+$6.98K	﹤0.01%	1811
2018 Q4	–	Sell	-2,126	Closed	-$27K	–	2220
2018 Q3	$27K	Buy	2,126 +26	+1%	+$349	﹤0.01%	1036
2018 Q2	$28K	Buy	+2,100	New	+$28.4K	﹤0.01%	925

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 $139M AUM 18.91% 1-Year Est. Return

Parallel Advisors's NKX Position: Q3 2025 in Review

Parallel Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2025, closing a stake of 510 shares — an estimated $6K sold.

Parallel Advisors first reported a position in NKX in Q2 2018 and held it in 17 quarters. The position peaked at $28K in Q2 2018. 65 funds tracked by Wall St. Rank hold NKX as of Q3 2025.

Parallel Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
Parallel Advisors sold 510 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $6K.
Parallel Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2018 and held it in 17 quarters.
Parallel Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $28K in Q2 2018.
65 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Parallel Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.