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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.4M +$2.08M +159,257 +14%
UBS Group
2
UBS Group
Switzerland
$9.4M -$5.26M -402,803 -36%
Wells Fargo
3
Wells Fargo
California
$8.82M +$4.5M +344,145 +101%
GC
4
Guggenheim Capital
Illinois
$8.12M -$767K -58,679 -9%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$4.13M +$399K +30,574 +11%
AAM
6
Advisors Asset Management
Colorado
$3.31M +$821K +62,876 +32%
MIAN
7
Mariner Independent Advisor Network
Kansas
$2.8M +$2.84M +217,193 New
LCM
8
Leisure Capital Management
California
$2.62M -$154K -11,798 -5%
BZWA
9
Blue Zone Wealth Advisors
California
$2.36M +$2.39M +182,962 New
EW
10
Evoke Wealth
California
$1.9M +$23.4K +1,790 +1%
LPL Financial
11
LPL Financial
California
$1.33M +$342K +26,182 +34%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.04M -$223K -17,095 -17%
MA
13
MKT Advisors
California
$1M – – –
DADC
14
D.A. Davidson & Co
Montana
$984K -$1.66M -126,763 -62%
WS
15
Wedbush Securities
California
$961K +$67.2K +5,142 +7%
AA
16
Apriem Advisors
California
$891K -$653 -50 -0.1%
CC
17
Claybrook Capital
Massachusetts
$757K +$126K +9,650 +20%
RJA
18
Raymond James & Associates
Florida
$724K +$38.2K +2,926 +5%
DI
19
Diligent Investors
California
$695K +$218K +16,680 +45%
KAS
20
Kestra Advisory Services
Texas
$657K -$60.2K -4,610 -8%
WWM
21
Western Wealth Management
Colorado
$607K +$52.3K +4,000 +9%
Osaic Holdings
22
Osaic Holdings
Arizona
$528K -$114K -8,727 -18%
PWSG
23
Pacific Wealth Strategies Group
California
$493K -$2.72M -208,531 -85%
Bank of America
24
Bank of America
North Carolina
$476K -$172K -13,150 -26%
Ameriprise
25
Ameriprise
Minnesota
$426K +$103K +7,896 +31%
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