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Equibles

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in NKX — Nuveen California Amt-Free Quality Municipal Income Fund

CIK 1632972 PLYMOUTH, MN
Back to NKX Full portfolio

Position in NKX

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$288,190
+$30,555 QoQ
Shares Held
23,000
+6.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 85 holders
Holding Since
Sep 2023
12 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, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $470,520,508 across 174 Asset Management names. NKX ranks #130 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 1,969,959 $51,987,218
2 BLK
BlackRock, Inc.
 50,374 $48,437,623
3 STT
State Street Corp
 269,468 $45,701,772
4 BX
Blackstone Inc.
 256,063 $30,130,933
5 TROW
Price T Rowe Group Inc
 215,256 $24,472,454
6 PHYS
Sprott Physical Gold Trust
 662,675 $19,992,904
7 AMP
Ameriprise Financial Inc
 33,437 $15,339,558
8 BEN
Franklin Templeton Inc
 446,300 $14,848,401

All Filings in NKX

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $288,190 23,000
2026-03-31 $257,635 21,650
2025-12-31 $269,326 21,650
2025-09-30 $274,305 21,650
2025-06-30 $254,820 21,650
2025-03-31 $184,443 14,650
2024-12-31 $185,176 14,650
2024-09-30 $185,503 13,650
2024-06-30 $170,761 13,650
2024-03-31 $165,847 13,650
2023-12-31 $157,521 13,650
2023-09-30 $190,292 18,547