1620 INVESTMENT ADVISORS, INC.
Position in NKX — Nuveen California Amt-Free Quality Municipal Income Fund
CIK 1907281
PLYMOUTH, MA
Position in NKX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,716
+$338 QoQ
Shares Held
536
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#80
of 85 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in NKX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $7,675,369 across 20 Asset Management names. NKX ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TY |
TRI-CONTINENTAL Corp
|
90,360 | $3,110,191 | |
| 2 | BX |
Blackstone Inc.
|
8,070 | $949,596 | |
| 3 | FHI |
Federated Hermes, Inc.
|
17,183 | $948,845 | |
| 4 | TYG |
Tortoise Energy Infrastructure Corp
|
18,700 | $801,669 | |
| 5 | ARCC |
Ares Capital Corp
|
37,166 | $688,685 | |
| 6 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
11,911 | $465,124 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
23,628 | $372,613 | |
| 8 | AMP |
Ameriprise Financial Inc
|
200 | $91,752 |
All Filings in NKX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,716 | 536 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,378 | 536 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,667 | 536 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,791 | 536 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $6,308 | 536 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,399 | 270 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,775 | 536 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,284 | 536 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,705 | 536 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||