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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
$19.3M +$1.54M +138,688 +8%
GC
2
Guggenheim Capital
Illinois
$8.34M +$804K +72,184 +10%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.47M -$37.1K -3,337 -0.6%
Wells Fargo
4
Wells Fargo
California
$5.12M -$591K -53,104 -10%
AAM
5
Advisors Asset Management
Colorado
$3.71M +$191K +17,160 +5%
UBS Group
6
UBS Group
Switzerland
$3.59M -$1.48M -132,673 -28%
AA
7
AQR Arbitrage
Connecticut
$2.98M +$1.65M +147,882 +104%
LSC
8
Logan Stone Capital
Illinois
$2.6M +$773K +69,456 +38%
RCG
9
Regatta Capital Group
California
$2.25M – – –
BZWA
10
Blue Zone Wealth Advisors
California
$2.04M +$42.6K +3,831 +2%
LCM
11
Leisure Capital Management
California
$2.04M -$50.6K -4,542 -2%
EW
12
Evoke Wealth
California
$1.74M -$87K -7,819 -4%
Mariner
13
Mariner
Kansas
$1.7M -$238K -21,413 -11%
Ameriprise
14
Ameriprise
Minnesota
$1.01M +$285K +25,634 +35%
RJA
15
Raymond James & Associates
Florida
$924K +$333K +29,876 +50%
M
16
MYeCFO
California
$907K -$33.4K -3,000 -3%
Fisher Asset Management
17
Fisher Asset Management
Washington
$864K +$937K +84,184 New
WS
18
Wedbush Securities
California
$845K -$2.48K -223 -0.3%
LPL Financial
19
LPL Financial
California
$745K +$80.3K +7,210 +11%
MA
20
MKT Advisors
California
$730K – – –
AA
21
Apriem Advisors
California
$639K -$30.1K -2,700 -4%
CC
22
Claybrook Capital
Massachusetts
$603K – – –
DI
23
Diligent Investors
California
$562K +$6.28K +564 +1%
WAM
24
Wolverine Asset Management
Illinois
$475K -$97.8K -8,787 -16%
PWSG
25
Pacific Wealth Strategies Group
California
$434K -$183K -16,395 -28%
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