Western Wealth Management, LLC
Position in NKX — Nuveen California Amt-Free Quality Municipal Income Fund
CIK 1767902
GOLDEN, CO
Position in NKX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$407,588
-$45,563 QoQ
Shares Held
32,529
-14.6% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#33
of 85 holders
Holding Since
Mar 2022
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, 2026Western Wealth Management, LLC holds $30,690,840 across 45 Asset Management names. NKX ranks #21 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,463 | $5,253,002 | |
| 2 | BX |
Blackstone Inc.
|
26,414 | $3,108,134 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
161,762 | $3,052,448 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
143,212 | $1,863,188 | |
| 5 | RJF |
Raymond James Financial Inc
|
9,814 | $1,492,022 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
81,936 | $1,368,330 | |
| 7 | ARCC |
Ares Capital Corp
|
73,575 | $1,363,344 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,531 | $966,535 |
All Filings in NKX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,588 | 32,529 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $453,151 | 38,080 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $321,637 | 25,446 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $288,379 | 21,220 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $224,545 | 19,458 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $227,895 | 22,212 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $256,118 | 22,194 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $258,117 | 22,175 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $318,078 | 25,860 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $548,562 | 46,449 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $598,263 | 46,449 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $575,608 | 42,449 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||