PETERSON WEALTH MANAGEMENT
Position in NKX — Nuveen California Amt-Free Quality Municipal Income Fund
CIK 1785144
SPARKS, NV
Position in NKX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$33,780
+$1,698 QoQ
Shares Held
2,696
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#75
of 84 holders
Holding Since
Mar 2026
2 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, 2026PETERSON WEALTH MANAGEMENT holds $272,469 across 9 Asset Management names. NKX ranks #5 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
|
4,588 | $50,100 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
3,828 | $44,940 | |
| 3 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
2,830 | $36,224 | |
| 4 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
3,675 | $36,051 | |
| 5 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
This page
|
2,696 | $33,780 | |
| 6 | NAC |
Nuveen California Quality Municipal Income Fund
|
2,655 | $32,178 | |
| 7 | MAIN |
Main Street Capital CORP
|
400 | $20,752 | |
| 8 | PML |
Pimco Municipal Income Fund II
|
1,651 | $12,564 |
All Filings in NKX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,780 | 2,696 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $32,082 | 2,696 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||