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

Perigon Wealth Management’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 Q3	$243K	Buy	23,070 +6,120	+36%	+$73.5K	﹤0.01%	1270
2026 Q2	$212K	Hold	16,950	–	–	﹤0.01%	1340
2026 Q1	$202K	Hold	16,950	–	–	﹤0.01%	1222
2025 Q4	$211K	Hold	16,950	–	–	﹤0.01%	1227
2025 Q3	$215K	Hold	16,950	–	–	﹤0.01%	1127
2025 Q2	$200K	Hold	16,950	–	–	﹤0.01%	1011
2025 Q1	$213K	Hold	16,950	–	–	0.01%	943
2024 Q4	$215K	Hold	16,950	–	–	0.01%	947
2024 Q3	$230K	Hold	16,950	–	–	0.01%	882
2024 Q2	$212K	Hold	16,950	–	–	0.01%	796
2024 Q1	$206K	Sell	16,950 -1,315	-7%	-$15.2K	0.01%	805
2023 Q4	$211K	Sell	18,265 -6,488	-26%	-$70.1K	0.01%	774
2023 Q3	$254K	Hold	24,753	–	–	0.01%	649
2023 Q2	$286K	Hold	24,753	–	–	0.01%	624
2023 Q1	$288K	Buy	+24,753	New	+$299K	0.02%	548

Other funds holding NKX

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return

Perigon Wealth Management's NKX Position: Q3 2026 in Review

Perigon Wealth Management increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 36% in Q3 2026, buying an estimated $73.5K and bringing the position to 23,070 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Perigon Wealth Management first reported a position in NKX in Q1 2023 and has held it in 15 quarters since. The position peaked at $288K in Q1 2023. 41 funds tracked by Wall St. Rank hold NKX as of Q3 2026.

Perigon Wealth Management held 23,070 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $243K as of Q3 2026.
Perigon Wealth Management bought 6,120 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $73.5K.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1270 holding.
Perigon Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2023 and has held it in 15 quarters since.
Perigon Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $288K in Q1 2023.
41 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.