Skip to main content
Equibles

Blue Zone Wealth Advisors, LLC

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

CIK 1803106 LOS ANGELES, CA
Back to NKX Full portfolio

Position in NKX

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$547,598
+$377 QoQ
Shares Held
43,703
-5.0% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#28
of 85 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NKX Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Blue Zone Wealth Advisors, LLC holds $28,351,274 across 5 Asset Management names. NKX ranks #5 (1.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BN
BROOKFIELD Corp /ON/
 257,967 $10,986,814
2 BAM
Brookfield Asset Management Ltd.
 189,447 $8,496,697
3 BX
Blackstone Inc.
 53,413 $6,285,107
4 BLW
BLACKROCK Ltd DURATION INCOME TRUST
 162,935 $2,035,058
5 NKX
Nuveen California Amt-Free Quality Municipal Income Fund
This page 		43,703 $547,598

All Filings in NKX

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $547,598 43,703
2026-03-31 $547,221 45,985
2025-12-31 $592,405 47,621
2025-09-30 $737,736 58,227
2025-06-30 $778,538 66,146
2025-03-31 $883,402 70,167
2024-12-31 $1,174,799 92,943
2024-09-30 $1,357,736 99,907
2024-06-30 $1,831,413 146,396
2024-03-31 $2,346,152 193,099
2023-12-31 $2,245,949 194,623
2023-09-30 $2,040,313 198,861
2023-06-30 $2,250,646 195,030
2023-03-31 $2,163,654 185,881
2022-12-31 $2,256,496 183,455
2022-09-30 $2,157,687 182,700
2022-06-30 $2,356,550 182,962