PWM
NKX icon

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
Q1 		$32.1K Buy
+2,696
New +$34.3K 0.02% 93

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

Peterson Wealth Management's NKX Position: Q1 2026 in Review

Peterson Wealth Management opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2026: 2,696 shares worth $32.1K. The stake represents 0.02% of the portfolio and ranks #93 among its holdings.

80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • Peterson Wealth Management held 2,696 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $32.1K as of Q1 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund was a new Peterson Wealth Management position in Q1 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.02% of Peterson Wealth Management's portfolio in Q1 2026, its #93 holding.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.