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

Pasadena Private Wealth’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 		– Sell
-10,000
Closed -$119K – 319
2026
Q1 		$119K Hold
10,000
– – 0.02% 230
2025
Q4 		$124K Buy
+10,000
New +$127K 0.02% 226

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Pasadena Private Wealth's NKX Position: Q2 2026 in Review

Pasadena Private Wealth sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2026, closing a stake of 10,000 shares — an estimated $119K sold.

Pasadena Private Wealth first reported a position in NKX in Q4 2025 and held it in 2 quarters. The position peaked at $124K in Q4 2025. 84 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • Pasadena Private Wealth reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Pasadena Private Wealth sold 10,000 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $119K.
  • Pasadena Private Wealth first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2025 and held it in 2 quarters.
  • Pasadena Private Wealth's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $124K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.