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 Q2	$408K	Sell	32,529 -5,551	-15%	-$68.7K	0.01%	740
2026 Q1	$453K	Buy	+38,080	New	+$484K	0.02%	669
2025 Q1	–	Sell	-25,446	Closed	-$322K	–	742
2024 Q4	$322K	Buy	25,446 +4,226	+20%	+$55.4K	0.02%	586
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 $1.89T 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

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

Western Wealth Management reduced its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 15% in Q2 2026, selling an estimated $68.7K and leaving 32,529 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #740.

Western Wealth Management first reported a position in NKX in Q1 2022 and has held it in 12 quarters since. The position peaked at $607K in Q2 2022. 84 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

Western Wealth Management held 32,529 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $408K as of Q2 2026.
Western Wealth Management sold 5,551 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $68.7K.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #740 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 12 quarters since.
Western Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $607K in Q2 2022.
84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.