Strait & Sound Wealth Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Strait & Sound Wealth Management’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	$235K	Sell	19,718 -1,115	-5%	-$14.2K	0.09%	144
2025 Q4	$259K	Sell	20,833 -85	-0.4%	-$1.08K	0.1%	127
2025 Q3	$265K	Hold	20,918	–	–	0.1%	126
2025 Q2	$246K	Sell	20,918 -1,050	-5%	-$12.5K	0.1%	129
2025 Q1	$277K	Hold	21,968	–	–	0.13%	124
2024 Q4	$278K	Hold	21,968	–	–	0.13%	117
2024 Q3	$299K	Hold	21,968	–	–	0.15%	109
2024 Q2	$275K	Hold	21,968	–	–	0.14%	118
2024 Q1	$263K	Hold	21,968	–	–	0.15%	109
2023 Q4	$249K	Hold	21,968	–	–	0.16%	113
2023 Q3	$225K	Sell	21,968 -2,470	-10%	-$27.5K	0.19%	117
2023 Q2	$282K	Sell	24,438 -6,500	-21%	-$73.7K	0.28%	78
2023 Q1	$360K	Sell	30,938 -500	-2%	-$6.03K	0.36%	68
2022 Q4	$385K	Buy	+31,438	New	+$366K	0.42%	62

Other funds holding NKX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Strait & Sound Wealth Management's NKX Position: Q1 2026 in Review

Strait & Sound Wealth Management reduced its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 5.4% in Q1 2026, selling an estimated $14.2K and leaving 19,718 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #144.

Strait & Sound Wealth Management first reported a position in NKX in Q4 2022 and has held it in 14 quarters since. The position peaked at $385K in Q4 2022. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

Strait & Sound Wealth Management held 19,718 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $235K as of Q1 2026.
Strait & Sound Wealth Management sold 1,115 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $14.2K.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.09% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #144 holding.
Strait & Sound Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2022 and has held it in 14 quarters since.
Strait & Sound Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $385K in Q4 2022.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.