Van Hulzen Asset Management, LLC
Position in NKX — Nuveen California Amt-Free Quality Municipal Income Fund
CIK 1600145
EL DORADO HILLS, CA
Position in NKX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$355,501
+$17,875 QoQ
Shares Held
28,372
0.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#36
of 84 holders
Holding Since
Mar 2020
26 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, 2026Van Hulzen Asset Management, LLC holds $6,088,339 across 12 Asset Management names. NKX ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
16,664 | $2,896,869 | |
| 2 | HLNE |
Hamilton Lane INC
|
11,584 | $913,166 | |
| 3 | NAC |
Nuveen California Quality Municipal Income Fund
|
39,986 | $484,630 | |
| 4 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
This page
|
28,372 | $355,501 | |
| 5 | BX |
Blackstone Inc.
|
2,350 | $276,524 | |
| 6 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
20,532 | $225,646 | |
| 7 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
5,300 | $206,965 | |
| 8 | NBB |
Nuveen Taxable Municipal Income Fund
|
11,605 | $183,126 |
All Filings in NKX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,501 | 28,372 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $337,626 | 28,372 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $355,199 | 28,553 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $361,272 | 28,514 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $323,286 | 27,467 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $359,306 | 28,539 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $360,505 | 28,521 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $353,258 | 25,994 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $326,460 | 26,096 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $287,906 | 23,696 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $297,189 | 25,753 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $242,474 | 23,633 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $272,828 | 23,642 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $275,693 | 23,685 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $335,605 | 27,285 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $322,625 | 27,318 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $351,855 | 27,318 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $370,838 | 27,348 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $400,625 | 25,308 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $414,798 | 25,308 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $412,667 | 25,317 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $381,877 | 24,717 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $390,060 | 24,750 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $390,148 | 25,550 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $381,461 | 25,550 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $368,018 | 25,990 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||