Pure Financial Advisors, LLC
Position in NKX — Nuveen California Amt-Free Quality Municipal Income Fund
CIK 1571556
SAN DIEGO, CA
Position in NKX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$214,187
+$10,769 QoQ
Shares Held
17,094
0.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 84 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NKX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Pure Financial Advisors, LLC holds $3,518,704 across 10 Asset Management names. NKX ranks #7 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
6,954 | $822,727 | |
| 2 | BX |
Blackstone Inc.
|
5,687 | $669,189 | |
| 3 | BLK |
BlackRock, Inc.
|
491 | $472,125 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
8,910 | $379,476 | |
| 5 | NTRS |
Northern Trust Corp
|
1,532 | $266,322 | |
| 6 | PFG |
Principal Financial Group Inc
|
2,178 | $234,744 | |
| 7 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
This page
|
17,094 | $214,187 | |
| 8 | NAC |
Nuveen California Quality Municipal Income Fund
|
15,193 | $184,139 |
All Filings in NKX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,187 | 17,094 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $203,418 | 17,094 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $212,649 | 17,094 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $216,580 | 17,094 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $201,196 | 17,094 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $215,213 | 17,094 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $216,068 | 17,094 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $232,307 | 17,094 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $261,571 | 20,909 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $207,692 | 17,094 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $197,264 | 17,094 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $175,384 | 17,094 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $197,264 | 17,094 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $198,974 | 17,094 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $222,064 | 18,054 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||