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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
$29.9M +$1.78M +135,777 +6%
GC
2
Guggenheim Capital
Illinois
$12.4M -$2.15M -164,087 -14%
Wells Fargo
3
Wells Fargo
California
$4.87M +$433K +33,025 +9%
AAM
4
Advisors Asset Management
Colorado
$4.73M -$1.43M -109,148 -23%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.95M -$1.86M -141,627 -31%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$3.41M +$24.9K +1,900 +0.7%
UBS Group
7
UBS Group
Switzerland
$2.81M +$143K +10,896 +5%
DWM
8
DKM Wealth Management
California
$2.69M +$2.79M +212,592 New
LPL Financial
9
LPL Financial
California
$2.54M +$482K +36,725 +22%
Mariner
10
Mariner
Kansas
$2.22M -$3.99K -304 -0.2%
EW
11
Evoke Wealth
California
$1.9M +$7.73K +589 +0.4%
LCM
12
Leisure Capital Management
California
$1.87M -$365K -27,831 -16%
Ameriprise
13
Ameriprise
Minnesota
$1.44M +$145K +11,030 +11%
WS
14
Wedbush Securities
California
$1.23M +$85.3K +6,499 +7%
BZWA
15
Blue Zone Wealth Advisors
California
$1.17M -$91.4K -6,964 -7%
Raymond James Financial
16
Raymond James Financial
Florida
$1.14M +$1.18M +90,039 New
NWM
17
Napa Wealth Management
California
$925K -$342K -26,043 -26%
MA
18
MKT Advisors
California
$907K – – –
M
19
MYeCFO
California
$906K -$23.6K -1,800 -2%
RC
20
Rareview Capital
Nevada
$887K +$5.14K +392 +0.6%
Allianz Asset Management
21
Allianz Asset Management
Germany
$886K – – –
BAG
22
Bridgewealth Advisory Group
California
$665K +$132K +10,099 +24%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$646K +$151K +11,490 +29%
AA
24
Apriem Advisors
California
$530K -$180K -13,732 -25%
NAS
25
NWF Advisory Services
California
$528K +$548K +41,753 New
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