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Steward Partners Investment Advisory’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Steward Partners Investment Advisory’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 		$214K Buy
+18,000
New +$229K ﹤0.01% 1983

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Steward Partners Investment Advisory's NKX Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2026: 18,000 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1983 among its holdings.

80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • Steward Partners Investment Advisory held 18,000 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $214K as of Q1 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund was a new Steward Partners Investment Advisory position in Q1 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1983 holding.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.