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Equibles

Core Wealth Partners LLC

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

CIK 1965078 SANTA ROSA, CA
Back to NKX Full portfolio

Position in NKX

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$230,865
+$11,608 QoQ
Shares Held
18,425
0.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#53
of 85 holders
Holding Since
Mar 2023
14 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

Core Wealth Partners LLC holds $5,643,993 across 16 Asset Management names. NKX ranks #9 (4.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PCQ
Pimco California Municipal Income Fund
 163,762 $1,468,945
2 NMZ
Nuveen Municipal High Income Opportunity Fund
 44,599 $471,411
3 VCV
Invesco California Value Municipal Income Trust
 40,866 $440,944
4 JPC
Nuveen Preferred & Income Opportunities Fund
 53,224 $419,405
5 HTGC
Hercules Capital, Inc.
 24,153 $380,892
6 NAC
Nuveen California Quality Municipal Income Fund
 29,699 $359,951
7 CSWC
Capital Southwest Corp
 12,320 $292,846
8 MAIN
Main Street Capital CORP
 5,408 $280,567

All Filings in NKX

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $230,865 18,425
2026-03-31 $219,257 18,425
2025-12-31 $229,207 18,425
2025-09-30 $233,444 18,425
2025-06-30 $216,862 18,425
2025-03-31 $231,970 18,425
2024-12-31 $232,892 18,425
2024-09-30 $250,395 18,425
2024-06-30 $230,496 18,425
2024-03-31 $223,863 18,425
2023-12-31 $212,624 18,425
2023-09-30 $189,040 18,425
2023-06-30 $212,624 18,425
2023-03-31 $214,467 18,425