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

Westside Investment 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
2025 Q2	–	Sell	-334	Closed	-$4.21K	–	1304
2025 Q1	$4.21K	Hold	334	–	–	﹤0.01%	802
2024 Q4	$4.22K	Hold	334	–	–	﹤0.01%	798
2024 Q3	$4.54K	Hold	334	–	–	﹤0.01%	797
2024 Q2	$4.18K	Hold	334	–	–	﹤0.01%	788
2024 Q1	$4.06K	Sell	334 -334	-50%	-$3.86K	﹤0.01%	753
2023 Q4	$7.71K	Hold	668	–	–	﹤0.01%	642
2023 Q3	$6.85K	Buy	+668	New	+$7.44K	﹤0.01%	652

Other funds holding NKX

Morgan Stanley New York $1.66T AUM 25.57% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HWAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Westside Investment Management's NKX Position: Q2 2025 in Review

Westside Investment Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2025, closing a stake of 334 shares — an estimated $4.21K sold.

Westside Investment Management first reported a position in NKX in Q3 2023 and held it in 7 quarters. The position peaked at $7.71K in Q4 2023. 68 funds tracked by Wall St. Rank hold NKX as of Q2 2025.

Westside Investment Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Westside Investment Management sold 334 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $4.21K.
Westside Investment Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2023 and held it in 7 quarters.
Westside Investment Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $7.71K in Q4 2023.
68 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Westside Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.