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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
$19.8M +$1.34M +115,421 +8%
Wells Fargo
2
Wells Fargo
California
$8.28M -$564K -48,441 -7%
UBS Group
3
UBS Group
Switzerland
$7.4M -$1.75M -150,393 -20%
GC
4
Guggenheim Capital
Illinois
$7.08M +$785K +67,358 +13%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$6.73M +$2.27M +194,554 +55%
AAM
6
Advisors Asset Management
Colorado
$3.91M +$265K +22,730 +8%
RCG
7
Regatta Capital Group
California
$2.66M +$2.51M +215,872 New
Mariner
8
Mariner
Kansas
$2.55M +$2.41M +207,158 New
BZWA
9
Blue Zone Wealth Advisors
California
$2.26M +$8.79K +755 +0.4%
EW
10
Evoke Wealth
California
$2.09M +$273K +23,398 +16%
M
11
MYeCFO
California
$1.19M +$1.13M +96,700 New
LCM
12
Leisure Capital Management
California
$1.15M -$1.27M -109,356 -54%
WS
13
Wedbush Securities
California
$995K +$55K +4,719 +6%
MA
14
MKT Advisors
California
$936K – – –
LPL Financial
15
LPL Financial
California
$882K -$411K -35,278 -33%
SCA
16
Snowden Capital Advisors
New York
$843K +$512K +43,932 +178%
Ameriprise
17
Ameriprise
Minnesota
$812K +$248K +21,319 +48%
AA
18
Apriem Advisors
California
$777K -$61.4K -5,275 -8%
CC
19
Claybrook Capital
Massachusetts
$723K – – –
PWSG
20
Pacific Wealth Strategies Group
California
$717K +$252K +21,669 +59%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$670K -$657K -56,399 -51%
RJA
22
Raymond James & Associates
Florida
$660K +$10.3K +883 +2%
DADC
23
D.A. Davidson & Co
Montana
$629K +$26K +2,233 +5%
KAS
24
Kestra Advisory Services
Texas
$622K -$9.32K -800 -2%
DI
25
Diligent Investors
California
$598K -$27.6K -2,373 -5%
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