Wealth Enhancement Advisory Services’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Wealth Enhancement Advisory Services’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	$290K	Buy	23,000 +1,350	+6%	+$16.7K	﹤0.01%	3239
2026 Q1	$259K	Hold	21,650	–	–	﹤0.01%	2919
2025 Q4	$271K	Hold	21,650	–	–	﹤0.01%	3004
2025 Q3	$272K	Hold	21,650	–	–	﹤0.01%	2879
2025 Q2	$255K	Buy	21,650 +7,000	+48%	+$83.4K	﹤0.01%	2779
2025 Q1	$184K	Hold	14,650	–	–	﹤0.01%	2647
2024 Q4	$185K	Buy	14,650 +1,000	+7%	+$13.1K	﹤0.01%	2706
2024 Q3	$186K	Hold	13,650	–	–	﹤0.01%	2464
2024 Q2	$171K	Hold	13,650	–	–	﹤0.01%	2327
2024 Q1	$166K	Hold	13,650	–	–	﹤0.01%	2231
2023 Q4	$158K	Sell	13,650 -4,897	-26%	-$52.9K	﹤0.01%	2123
2023 Q3	$190K	Buy	+18,547	New	+$206K	﹤0.01%	2017

Other funds holding NKX

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $134M AUM

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's NKX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 6.2% in Q2 2026, buying an estimated $16.7K and bringing the position to 23,000 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #3239.

Wealth Enhancement Advisory Services first reported a position in NKX in Q3 2023 and has held it in 12 quarters since. 16 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

Wealth Enhancement Advisory Services held 23,000 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $290K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,350 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $16.7K.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3239 holding.
Wealth Enhancement Advisory Services first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2023 and has held it in 12 quarters since.
16 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.