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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
2026
Q1 		– Sell
-492
Closed -$6.12K – 1789
2025
Q4 		$6.12K Buy
+492
New +$6.24K ﹤0.01% 1899

Other funds holding NKX

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SageView Advisory Group's NKX Position: Q1 2026 in Review

SageView Advisory Group sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2026, closing a stake of 492 shares — an estimated $6.12K sold.

SageView Advisory Group first reported a position in NKX in Q4 2025 and held it in 1 quarter. The position peaked at $6.12K in Q4 2025. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • SageView Advisory Group reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 492 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $6.12K.
  • SageView Advisory Group first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $6.12K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.