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

Sovran 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 Q3	$347K	Buy	+31,000	New	+$372K	0.02%	469

Other funds holding NKX

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $193M AUM 12.8% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sovran Advisors's NKX Position: Q3 2026 in Review

Sovran Advisors opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2026: 31,000 shares worth $347K. The stake represents 0.02% of the portfolio and ranks #469 among its holdings.

28 funds tracked by Wall St. Rank hold NKX as of Q3 2026.

Sovran Advisors held 31,000 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $347K as of Q3 2026.
Nuveen California AMT-Free Quality Municipal Income Fund was a new Sovran Advisors position in Q3 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.02% of Sovran Advisors's portfolio in Q3 2026, its #469 holding.
28 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Sovran Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.