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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
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 $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Pasadena Private Wealth's NKX Position: Q1 2026 in Review

Pasadena Private Wealth held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q1 2026 at 10,000 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #230.

Pasadena Private Wealth first reported a position in NKX in Q4 2025 and has held it in 2 quarters since. The position peaked at $124K in Q4 2025. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • Pasadena Private Wealth held 10,000 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $119K as of Q1 2026.
  • Pasadena Private Wealth left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q1 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.02% of Pasadena Private Wealth's portfolio in Q1 2026, its #230 holding.
  • Pasadena Private Wealth first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Pasadena Private Wealth's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $124K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.