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Wedbush Securities’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Wedbush Securities’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 		$915K Buy
76,929
+16,132
+27% +$205K 0.03% 480
2025
Q4 		$756K Sell
60,797
-5,277
-8% -$67K 0.02% 541
2025
Q3 		$837K Buy
66,074
+8,788
+15% +$105K 0.03% 481
2025
Q2 		$674K Buy
57,286
+102
+0.2% +$1.22K 0.02% 531
2025
Q1 		$720K Sell
57,184
-40,378
-41% -$514K 0.03% 481
2024
Q4 		$1.23M Buy
97,562
+6,499
+7% +$85.3K 0.04% 315
2024
Q3 		$1.24M Buy
91,063
+7,865
+9% +$104K 0.05% 311
2024
Q2 		$1.04M Buy
83,198
+48
+0.1% +$572 0.04% 362
2024
Q1 		$1.01M Sell
83,150
-883
-1% -$10.2K 0.04% 384
2023
Q4 		$970K Buy
84,033
+1,682
+2% +$18.2K 0.04% 337
2023
Q3 		$845K Sell
82,351
-223
-0.3% -$2.48K 0.04% 352
2023
Q2 		$953K Buy
82,574
+629
+0.8% +$7.14K 0.05% 333
2023
Q1 		$954K Buy
81,945
+1,055
+1% +$12.7K 0.05% 331
2022
Q4 		$995K Buy
80,890
+4,719
+6% +$55K 0.05% 305
2022
Q3 		$900K Buy
76,171
+1,556
+2% +$20.7K 0.05% 314
2022
Q2 		$961K Buy
74,615
+5,142
+7% +$67.2K 0.05% 299
2022
Q1 		$942K Buy
69,473
+2,147
+3% +$30.9K 0.04% 364
2021
Q4 		$1.07M Sell
67,326
-1,000
-1% -$16.2K 0.05% 360
2021
Q3 		$1.12M Sell
68,326
-1,095
-2% -$18K 0.05% 328
2021
Q2 		$1.13M Buy
69,421
+39,381
+131% +$625K 0.05% 329
2021
Q1 		$464K Buy
30,040
+12,249
+69% +$189K 0.03% 608
2020
Q4 		$280K Sell
17,791
-16,925
-49% -$261K 0.02% 677
2020
Q3 		$530K Sell
34,716
-9,594
-22% -$147K 0.05% 411
2020
Q2 		$662K Sell
44,310
-2,300
-5% -$33.1K 0.06% 324
2020
Q1 		$660K Sell
46,610
-28,675
-38% -$434K 0.08% 284
2019
Q4 		$1.15M Sell
75,285
-19,985
-21% -$303K 0.1% 215
2019
Q3 		$1.44M Sell
95,270
-5,700
-6% -$86.1K 0.14% 168
2019
Q2 		$1.47M Sell
100,970
-5,024
-5% -$71.3K 0.15% 164
2019
Q1 		$1.48M Sell
105,994
-19,900
-16% -$267K 0.16% 157
2018
Q4 		$1.6M Buy
125,894
+34,173
+37% +$432K 0.2% 121
2018
Q3 		$1.18M Buy
91,721
+71,900
+363% +$964K 0.13% 174
2018
Q2 		$269K Buy
19,821
+2,025
+11% +$27.3K 0.03% 593
2018
Q1 		$241K Hold
17,796
– – 0.03% 621
2017
Q4 		$273K Sell
17,796
-6,750
-27% -$105K 0.03% 591
2017
Q3 		$387K Sell
24,546
-3,900
-14% -$61.7K 0.05% 474
2017
Q2 		$443K Sell
28,446
-1,833
-6% -$27.8K 0.06% 421
2017
Q1 		$446K Buy
30,279
+6,100
+25% +$88.8K 0.06% 393
2016
Q4 		$346K Sell
24,179
-500
-2% -$7.4K 0.05% 447
2016
Q3 		$410K Buy
24,679
+7,983
+48% +$136K 0.06% 387
2016
Q2 		$284K Sell
16,696
-2,850
-15% -$46.6K 0.05% 480
2016
Q1 		$313K Sell
19,546
-400
-2% -$6.28K 0.05% 414
2015
Q4 		$306K Sell
19,946
-3,050
-13% -$45.6K 0.06% 395
2015
Q3 		$337K Buy
22,996
+3,500
+18% +$50.7K 0.07% 333
2015
Q2 		$276K Buy
19,496
+4,200
+27% +$61.4K 0.05% 463
2015
Q1 		$229K Sell
15,296
-3,409
-18% -$50.5K 0.04% 531
2014
Q4 		$276K Buy
18,705
+825
+5% +$11.7K 0.04% 432
2014
Q3 		$249K Buy
17,880
+1,550
+9% +$21.3K 0.04% 468
2014
Q2 		$223K Buy
16,330
+4,250
+35% +$57.7K 0.04% 498
2014
Q1 		$161K Sell
12,080
-7,589
-39% -$97.7K 0.03% 549
2013
Q4 		$239K Buy
19,669
+5,909
+43% +$72.2K 0.06% 401
2013
Q3 		$170K Buy
13,760
+3,571
+35% +$43.9K 0.04% 464
2013
Q2 		$137K Buy
+10,189
New +$143K 0.04% 457

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

Wedbush Securities's NKX Position: Q1 2026 in Review

Wedbush Securities increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 27% in Q1 2026, buying an estimated $205K and bringing the position to 76,929 shares worth $915K. The position accounts for 0.03% of the portfolio, ranked #480.

Wedbush Securities first reported a position in NKX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.6M in Q4 2018. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • Wedbush Securities held 76,929 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $915K as of Q1 2026.
  • Wedbush Securities bought 16,132 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $205K.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.03% of Wedbush Securities's portfolio in Q1 2026, its #480 holding.
  • Wedbush Securities first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2013 and has held it in 52 quarters since.
  • Wedbush Securities's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $1.6M in Q4 2018.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.