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 Q2	$258K	Buy	20,600 +6,000	+41%	+$74.3K	0.2%	114
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 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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Tortuga Wealth Management's NKX Position: Q2 2026 in Review

Tortuga Wealth Management increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 41% in Q2 2026, buying an estimated $74.3K and bringing the position to 20,600 shares worth $258K. The position accounts for 0.2% of the portfolio, ranked #114.

Tortuga Wealth Management first reported a position in NKX in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

Tortuga Wealth Management held 20,600 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $258K as of Q2 2026.
Tortuga Wealth Management bought 6,000 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $74.3K.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.2% of Tortuga Wealth Management's portfolio in Q2 2026, its #114 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 3 quarters since.
84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.