Pure Financial Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Pure Financial Advisors’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	$203K	Hold	17,094	–	–	﹤0.01%	546
2025 Q4	$213K	Hold	17,094	–	–	﹤0.01%	500
2025 Q3	$217K	Hold	17,094	–	–	﹤0.01%	464
2025 Q2	$201K	Hold	17,094	–	–	﹤0.01%	457
2025 Q1	$215K	Hold	17,094	–	–	﹤0.01%	364
2024 Q4	$216K	Hold	17,094	–	–	﹤0.01%	330
2024 Q3	$232K	Sell	17,094 -3,815	-18%	-$50.5K	0.01%	301
2024 Q2	$262K	Buy	20,909 +3,815	+22%	+$45.5K	0.01%	276
2024 Q1	$208K	Hold	17,094	–	–	0.01%	298
2023 Q4	$197K	Hold	17,094	–	–	0.01%	294
2023 Q3	$175K	Hold	17,094	–	–	0.01%	255
2023 Q2	$197K	Hold	17,094	–	–	0.01%	248
2023 Q1	$199K	Sell	17,094 -960	-5%	-$11.6K	0.01%	245
2022 Q4	$222K	Buy	+18,054	New	+$210K	0.01%	225
2017 Q4	–	Sell	-10,187	Closed	-$161K	–	66
2017 Q3	$161K	Hold	10,187	–	–	0.04%	110
2017 Q2	$159K	Hold	10,187	–	–	0.04%	105
2017 Q1	$150K	Hold	10,187	–	–	0.04%	104
2016 Q4	$146K	Hold	10,187	–	–	0.04%	99
2016 Q3	$169K	Hold	10,187	–	–	0.05%	95
2016 Q2	$174K	Hold	10,187	–	–	0.06%	91
2016 Q1	$163K	Hold	10,187	–	–	0.06%	95
2015 Q4	$156K	Hold	10,187	–	–	0.07%	69
2015 Q3	$149K	Hold	10,187	–	–	0.07%	64
2015 Q2	$144K	Hold	10,187	–	–	0.07%	69
2015 Q1	$152K	Hold	10,187	–	–	0.05%	59
2014 Q4	$150K	Hold	10,187	–	–	0.05%	58
2014 Q3	$142K	Hold	10,187	–	–	0.05%	55
2014 Q2	$139K	Hold	10,187	–	–	0.05%	57
2014 Q1	$135K	Buy	+10,187	New	+$131K	0.05%	53
2013 Q4	–	Sell	-10,187	Closed	-$126K	–	52
2013 Q3	$126K	Hold	10,187	–	–	0.06%	51
2013 Q2	$137K	Buy	+10,187	New	+$143K	0.07%	49

Other funds holding NKX

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Pure Financial Advisors's NKX Position: Q1 2026 in Review

Pure Financial Advisors held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q1 2026 at 17,094 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Pure Financial Advisors first reported a position in NKX in Q2 2013 and has held it in 31 quarters since. The position peaked at $262K in Q2 2024. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

Pure Financial Advisors held 17,094 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $203K as of Q1 2026.
Pure Financial Advisors 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 ﹤0.01% of Pure Financial Advisors's portfolio in Q1 2026, its #546 holding.
Pure Financial Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2013 and has held it in 31 quarters since.
Pure Financial Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $262K in Q2 2024.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.