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SageView Advisory Group’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

SageView Advisory Group’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
2025
Q4 		$6.12K Buy
+492
New +$6.24K ﹤0.01% 1899

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

SageView Advisory Group's NKX Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2025: 492 shares worth $6.12K. The stake represents ﹤0.01% of the portfolio and ranks #1899 among its holdings.

66 funds tracked by Wall St. Rank hold NKX as of Q4 2025.

  • SageView Advisory Group held 492 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $6.12K as of Q4 2025.
  • Nuveen California AMT-Free Quality Municipal Income Fund was a new SageView Advisory Group position in Q4 2025.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1899 holding.
  • 66 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.