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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
$36.3M +$2M +167,744 +6%
GC
2
Guggenheim Capital
Illinois
$12.6M +$2.11M +176,340 +21%
AAM
3
Advisors Asset Management
Colorado
$6.55M +$1.52M +127,396 +33%
Wells Fargo
4
Wells Fargo
California
$6.44M +$261K +21,838 +4%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.64M +$47.1K +3,949 +1%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$3.42M +$3.22M +270,000 New
LPL Financial
7
LPL Financial
California
$3.27M +$366K +30,626 +13%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$3.13M -$16.6K -1,390 -0.6%
UBS Group
9
UBS Group
Switzerland
$3.07M +$655K +54,860 +29%
DWM
10
DKM Wealth Management
California
$2.69M – – –
Mariner
11
Mariner
Kansas
$1.98M +$41.6K +3,488 +2%
EW
12
Evoke Wealth
California
$1.94M +$6.28K +526 +0.3%
Raymond James Financial
13
Raymond James Financial
Florida
$1.08M +$16.7K +1,398 +2%
MA
14
MKT Advisors
California
$916K – – –
Allianz Asset Management
15
Allianz Asset Management
Germany
$888K – – –
WS
16
Wedbush Securities
California
$837K +$105K +8,788 +15%
JWCA
17
J.W. Cole Advisors
Florida
$836K -$191K -16,000 -20%
BZWA
18
Blue Zone Wealth Advisors
California
$738K -$94.5K -7,919 -12%
NWM
19
Napa Wealth Management
California
$700K +$2.63K +220 +0.4%
RC
20
Rareview Capital
Nevada
$691K +$740 +62 +0.1%
BAG
21
Bridgewealth Advisory Group
California
$667K +$2.4K +201 +0.4%
Ameriprise
22
Ameriprise
Minnesota
$592K +$162K +13,547 +41%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$575K -$7.27K -609 -1%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$515K – – –
AA
25
Apriem Advisors
California
$474K -$66.5K -5,572 -13%
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