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Van Hulzen Asset Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Van Hulzen Asset 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 		$338K Sell
28,372
-181
-0.6% -$2.3K 0.03% 286
2025
Q4 		$355K Buy
28,553
+39
+0.1% +$495 0.03% 255
2025
Q3 		$361K Buy
28,514
+1,047
+4% +$12.5K 0.03% 253
2025
Q2 		$323K Sell
27,467
-1,072
-4% -$12.8K 0.03% 248
2025
Q1 		$359K Buy
28,539
+18
+0.1% +$229 0.03% 239
2024
Q4 		$361K Buy
28,521
+2,527
+10% +$33.1K 0.03% 248
2024
Q3 		$353K Sell
25,994
-102
-0.4% -$1.35K 0.03% 248
2024
Q2 		$326K Buy
26,096
+2,400
+10% +$28.6K 0.02% 248
2024
Q1 		$288K Sell
23,696
-2,057
-8% -$23.8K 0.02% 270
2023
Q4 		$297K Buy
25,753
+2,120
+9% +$22.9K 0.02% 268
2023
Q3 		$242K Sell
23,633
-9
-0% -$100 0.02% 269
2023
Q2 		$273K Sell
23,642
-43
-0.2% -$488 0.02% 256
2023
Q1 		$276K Sell
23,685
-3,600
-13% -$43.4K 0.03% 241
2022
Q4 		$336K Sell
27,285
-33
-0.1% -$384 0.04% 217
2022
Q3 		$323K Hold
27,318
– – 0.04% 204
2022
Q2 		$352K Sell
27,318
-30
-0.1% -$392 0.04% 202
2022
Q1 		$371K Buy
27,348
+2,040
+8% +$29.3K 0.04% 208
2021
Q4 		$401K Hold
25,308
– – 0.04% 202
2021
Q3 		$415K Sell
25,308
-9
-0% -$148 0.06% 175
2021
Q2 		$413K Buy
25,317
+600
+2% +$9.52K 0.06% 174
2021
Q1 		$382K Sell
24,717
-33
-0.1% -$508 0.06% 174
2020
Q4 		$390K Sell
24,750
-800
-3% -$12.3K 0.06% 178
2020
Q3 		$390K Hold
25,550
– – 0.06% 160
2020
Q2 		$381K Sell
25,550
-440
-2% -$6.34K 0.06% 159
2020
Q1 		$368K Sell
25,990
-6,965
-21% -$106K 0.08% 150
2019
Q4 		$501K Hold
32,955
– – 0.1% 147
2019
Q3 		$498K Hold
32,955
– – 0.11% 131
2019
Q2 		$481K Hold
32,955
– – 0.11% 141
2019
Q1 		$459K Sell
32,955
-1,300
-4% -$17.4K 0.12% 122
2018
Q4 		$434K Sell
34,255
-11,455
-25% -$145K 0.13% 123
2018
Q3 		$588K Sell
45,710
-750
-2% -$10.1K 0.16% 106
2018
Q2 		$631K Sell
46,460
-8,950
-16% -$121K 0.19% 88
2018
Q1 		$750K Sell
55,410
-4,270
-7% -$61.1K 0.23% 87
2017
Q4 		$917K Buy
59,680
+1,855
+3% +$28.9K 0.28% 80
2017
Q3 		$912K Buy
+57,825
New +$916K 0.31% 73
2017
Q1 		– Sell
-20,170
Closed -$289K – 140
2016
Q4 		$289K Buy
+20,170
New +$299K 0.13% 101
2016
Q3 		– Sell
-17,270
Closed -$294K – 164
2016
Q2 		$294K Hold
17,270
– – 0.17% 89
2016
Q1 		$277K Buy
+17,270
New +$271K 0.16% 93
2015
Q3 		– Sell
-20,170
Closed -$286K – 163
2015
Q2 		$286K Buy
+20,170
New +$295K 0.15% 114

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

Van Hulzen Asset Management's NKX Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 0.63% in Q1 2026, selling an estimated $2.3K and leaving 28,372 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #286.

Van Hulzen Asset Management first reported a position in NKX in Q2 2015 and has held it in 39 quarters since. The position peaked at $917K in Q4 2017. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • Van Hulzen Asset Management held 28,372 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $338K as of Q1 2026.
  • Van Hulzen Asset Management sold 181 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $2.3K.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.03% of Van Hulzen Asset Management's portfolio in Q1 2026, its #286 holding.
  • Van Hulzen Asset Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2015 and has held it in 39 quarters since.
  • Van Hulzen Asset Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $917K in Q4 2017.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.