Apriem Advisors
Position in NKX — Nuveen California Amt-Free Quality Municipal Income Fund
CIK 1425165
IRVINE, CA
Position in NKX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$569,313
+$52,425 QoQ
Shares Held
45,436
+4.6% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#27
of 84 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NKX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Apriem Advisors holds $5,977,099 across 11 Asset Management names. NKX ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
21,616 | $2,543,554 | |
| 2 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
This page
|
45,436 | $569,313 | |
| 3 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
47,848 | $525,849 | |
| 4 | NAC |
Nuveen California Quality Municipal Income Fund
|
33,120 | $401,414 | |
| 5 | EVV |
Eaton Vance Ltd Duration Income Fund
|
39,129 | $366,638 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
10,871 | $327,978 | |
| 7 | DBL |
DoubleLine Opportunistic Credit Fund
|
20,110 | $289,181 | |
| 8 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
15,083 | $281,147 |
All Filings in NKX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,313 | 45,436 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $516,888 | 43,436 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $515,463 | 41,436 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $474,314 | 37,436 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $506,204 | 43,008 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $543,976 | 43,207 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $529,704 | 41,907 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $756,134 | 55,639 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $706,051 | 56,439 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $624,983 | 51,439 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $593,606 | 51,439 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $638,828 | 62,264 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $749,684 | 64,964 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $750,360 | 64,464 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $776,917 | 63,164 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $808,264 | 68,439 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $891,154 | 69,189 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $938,880 | 69,239 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,141,960 | 72,139 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,215,138 | 74,139 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,208,465 | 74,139 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,145,447 | 74,139 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,171,787 | 74,352 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,130,117 | 74,009 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,085,649 | 72,716 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,039,046 | 73,379 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||