WWM
NKX icon

Wolff Wiese Magana’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Wolff Wiese Magana’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 		$18.8K Hold
1,500
– – 0.01% 380
2026
Q1 		$17.9K Buy
+1,500
New +$19.1K 0.01% 348

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
MA
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

Wolff Wiese Magana's NKX Position: Q2 2026 in Review

Wolff Wiese Magana held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q2 2026 at 1,500 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #380.

Wolff Wiese Magana first reported a position in NKX in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • Wolff Wiese Magana held 1,500 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $18.8K as of Q2 2026.
  • Wolff Wiese Magana left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #380 holding.
  • Wolff Wiese Magana first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.