Rareview Capital’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Rareview Capital’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	$693K	Buy	58,889 +62	+0.1%	+$767	0.39%	40
2026 Q1	$692K	Buy	58,827 +39	+0.1%	+$496	0.41%	41
2025 Q4	$692K	Buy	58,788 +78	+0.1%	+$990	0.45%	39
2025 Q3	$691K	Buy	58,710 +62	+0.1%	+$740	0.42%	39
2025 Q2	$690K	Sell	58,648 -4,925	-8%	-$58.7K	0.44%	40
2025 Q1	$800K	Sell	63,573 -1,732	-3%	-$22.1K	0.51%	36
2024 Q4	$887K	Buy	65,305 +392	+0.6%	+$5.14K	0.64%	41
2024 Q3	$882K	Hold	64,913	–	–	0.66%	36
2024 Q2	$812K	Buy	64,913 +38	+0.1%	+$453	0.78%	27
2024 Q1	$788K	Buy	64,875 +34	+0.1%	+$393	0.78%	30
2023 Q4	$748K	Buy	+64,841	New	+$701K	0.69%	33

Other funds holding NKX

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $134M AUM

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

LCM

Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return

Rareview Capital's NKX Position: Q2 2026 in Review

Rareview Capital increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 0.11% in Q2 2026, buying an estimated $767 and bringing the position to 58,889 shares worth $693K. The position accounts for 0.39% of the portfolio, ranked #40.

Rareview Capital first reported a position in NKX in Q4 2023 and has held it in 11 quarters since. The position peaked at $887K in Q4 2024. 26 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

Rareview Capital held 58,889 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $693K as of Q2 2026.
Rareview Capital bought 62 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $767.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.39% of Rareview Capital's portfolio in Q2 2026, its #40 holding.
Rareview Capital first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2023 and has held it in 11 quarters since.
Rareview Capital's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $887K in Q4 2024.
26 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Rareview Capital's 13F filing for Q2 2026, filed 23 Jul 2026.