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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
$17.6M +$2.89M +217,185 +17%
UBS Group
2
UBS Group
Switzerland
$8.88M +$291K +21,912 +3%
Wells Fargo
3
Wells Fargo
California
$8.53M +$490K +36,816 +5%
GC
4
Guggenheim Capital
Illinois
$6M -$1.62M -122,090 -19%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$4.17M +$430K +32,329 +10%
AAM
6
Advisors Asset Management
Colorado
$3.49M +$512K +38,543 +15%
LCM
7
Leisure Capital Management
California
$2.4M -$10.2K -769 -0.4%
MIAN
8
Mariner Independent Advisor Network
Kansas
$2.36M -$232K -17,436 -8%
BZWA
9
Blue Zone Wealth Advisors
California
$2.16M -$3.48K -262 -0.1%
EW
10
Evoke Wealth
California
$1.74M – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.31M +$400K +30,057 +37%
LPL Financial
12
LPL Financial
California
$1.26M +$47.8K +3,594 +3%
WS
13
Wedbush Securities
California
$900K +$20.7K +1,556 +2%
MA
14
MKT Advisors
California
$880K – – –
AA
15
Apriem Advisors
California
$808K -$9.97K -750 -1%
CC
16
Claybrook Capital
Massachusetts
$695K – – –
RJA
17
Raymond James & Associates
Florida
$623K -$45.9K -3,449 -6%
KAS
18
Kestra Advisory Services
Texas
$606K +$4.55K +342 +0.7%
DI
19
Diligent Investors
California
$602K -$39.9K -2,999 -6%
DADC
20
D.A. Davidson & Co
Montana
$578K -$365K -27,482 -36%
Ameriprise
21
Ameriprise
Minnesota
$528K +$155K +11,622 +35%
WWM
22
Western Wealth Management
Colorado
$524K – – –
Osaic Holdings
23
Osaic Holdings
Arizona
$488K +$4.88K +367 +0.9%
AWS
24
Atria Wealth Solutions
New York
$453K +$508K +38,210 New
PWSG
25
Pacific Wealth Strategies Group
California
$433K -$21.3K -1,600 -4%
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