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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
$20.1M +$560K +49,321 +3%
GC
2
Guggenheim Capital
Illinois
$8.55M +$900K +79,316 +12%
Wells Fargo
3
Wells Fargo
California
$6.37M -$187K -16,467 -3%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$6.19M -$322K -28,345 -5%
UBS Group
5
UBS Group
Switzerland
$5.57M -$436K -38,450 -7%
AAM
6
Advisors Asset Management
Colorado
$3.98M -$69.6K -6,138 -2%
RCG
7
Regatta Capital Group
California
$2.53M +$35.3K +3,112 +1%
LCM
8
Leisure Capital Management
California
$2.35M +$260K +22,885 +13%
BZWA
9
Blue Zone Wealth Advisors
California
$2.25M +$104K +9,149 +5%
Mariner
10
Mariner
Kansas
$2.15M -$208K -18,293 -9%
LSC
11
Logan Stone Capital
Illinois
$2.13M +$1.48M +130,236 +241%
EW
12
Evoke Wealth
California
$2.05M +$57.1K +5,029 +3%
AA
13
AQR Arbitrage
Connecticut
$1.64M +$1.01M +89,425 +169%
M
14
MYeCFO
California
$1.05M +$45.4K +4,000 +5%
WS
15
Wedbush Securities
California
$953K +$7.14K +629 +0.8%
Ameriprise
16
Ameriprise
Minnesota
$839K -$74.9K -6,604 -8%
MA
17
MKT Advisors
California
$835K – – –
SCA
18
Snowden Capital Advisors
New York
$755K -$17.9K -1,579 -2%
LPL Financial
19
LPL Financial
California
$754K -$82.7K -7,286 -10%
AA
20
Apriem Advisors
California
$750K +$5.67K +500 +0.8%
RJA
21
Raymond James & Associates
Florida
$694K +$10.3K +909 +2%
CC
22
Claybrook Capital
Massachusetts
$679K – – –
PWSG
23
Pacific Wealth Strategies Group
California
$677K – – –
WAM
24
Wolverine Asset Management
Illinois
$635K +$339K +29,886 +119%
DI
25
Diligent Investors
California
$625K +$6.33K +558 +1%
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