EHRLICH FINANCIAL GROUP
Position in NKX — Nuveen California Amt-Free Quality Municipal Income Fund
CIK 2010632
LAGUNA NIGUEL, CA
Position in NKX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$299,441
+$25,599 QoQ
Shares Held
23,898
+3.9% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#41
of 84 holders
Holding Since
Dec 2023
11 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, 2026EHRLICH FINANCIAL GROUP holds $3,585,310 across 2 Asset Management names. NKX ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUV |
Nuveen Municipal Value Fund Inc
|
356,385 | $3,285,869 | |
| 2 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
This page
|
23,898 | $299,441 |
All Filings in NKX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,441 | 23,898 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $273,842 | 23,012 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $285,609 | 22,959 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $289,547 | 22,853 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $226,160 | 19,215 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $241,148 | 19,154 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $241,626 | 19,116 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $252,488 | 18,579 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $231,847 | 18,533 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $224,896 | 18,510 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $238,104 | 20,633 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||