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

Western 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	$453K	Buy	+38,080	New	+$484K	0.02%	669
2024 Q4	–	Sell	-21,220	Closed	-$288K	–	723
2024 Q3	$288K	Buy	+21,220	New	+$281K	0.02%	609
2024 Q1	–	Sell	-19,458	Closed	-$225K	–	697
2023 Q4	$225K	Sell	19,458 -2,754	-12%	-$29.8K	0.02%	626
2023 Q3	$228K	Buy	22,212 +18	+0.1%	+$200	0.02%	576
2023 Q2	$256K	Buy	22,194 +19	+0.1%	+$216	0.02%	545
2023 Q1	$258K	Sell	22,175 -3,685	-14%	-$44.4K	0.02%	536
2022 Q4	$318K	Sell	25,860 -20,589	-44%	-$240K	0.03%	448
2022 Q3	$524K	Hold	46,449	–	–	0.03%	466
2022 Q2	$607K	Buy	46,449 +4,000	+9%	+$52.3K	0.03%	420
2022 Q1	$576K	Buy	+42,449	New	+$610K	0.03%	485

Other funds holding NKX

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Western Wealth Management opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2026: 38,080 shares worth $453K. The stake represents 0.02% of the portfolio and ranks #669 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in NKX as recently as Q3 2024.

Western Wealth Management first reported a position in NKX in Q1 2022 and has held it in 10 quarters since. The position peaked at $607K in Q2 2022. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

Western Wealth Management held 38,080 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $453K as of Q1 2026.
Nuveen California AMT-Free Quality Municipal Income Fund was a new Western Wealth Management position in Q1 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #669 holding.
Western Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2022 and has held it in 10 quarters since.
Western Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $607K in Q2 2022.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.