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

Peterson 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
Q2 		$33.8K Hold
2,696
– – 0.02% 100
2026
Q1 		$32.1K Buy
+2,696
New +$34.3K 0.02% 93

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GC
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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

Peterson Wealth Management's NKX Position: Q2 2026 in Review

Peterson Wealth Management held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q2 2026 at 2,696 shares worth $33.8K. The position accounts for 0.02% of the portfolio, ranked #100.

Peterson Wealth Management first reported a position in NKX in Q1 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • Peterson Wealth Management held 2,696 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $33.8K as of Q2 2026.
  • Peterson Wealth Management 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 0.02% of Peterson Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Peterson Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.