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

Tortuga 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 		$174K Buy
14,600
+2,000
+16% +$25.4K 0.16% 115
2025
Q4 		$157K Buy
+12,600
New +$160K 0.17% 101

Other funds holding NKX

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Tortuga Wealth Management's NKX Position: Q1 2026 in Review

Tortuga Wealth Management increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 16% in Q1 2026, buying an estimated $25.4K and bringing the position to 14,600 shares worth $174K. The position accounts for 0.16% of the portfolio, ranked #115.

Tortuga Wealth Management first reported a position in NKX in Q4 2025 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • Tortuga Wealth Management held 14,600 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $174K as of Q1 2026.
  • Tortuga Wealth Management bought 2,000 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $25.4K.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.16% of Tortuga Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Tortuga Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.