Funds holding Nuveen California AMT-Free Qua
ISIN US6706511085 · United States · LEI 5493005SR7RRUAG9VK19
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 13.7K $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Amplify Municipal CEF High Income ETF Amplify ETF Trust | 1,150 | 13.7K $ | 3.53 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Amplify Municipal CEF High Income ETF Amplify ETF Trust | 3.53 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | -1 | 1,150 | -47.6 % |
| 2024Q3 | 2 | 0 | 2,194 | -3.9 % |
| 2024Q2 | 2 | 0 | 2,284 | +21.1 % |
| 2024Q1 | 2 | 0 | 1,886 | -14.8 % |
| 2023Q4 | 2 | 2,214 |
Institutional managers
80 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 3,243,742 | 38.6M $ | as of Mar 31, 2026 |
| Advisors Asset Management, Inc. | 1,076,013 | 12.8M $ | as of Mar 31, 2026 |
| GUGGENHEIM CAPITAL LLC | 1,074,659 | 12.8M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 566,898 | 6.7M $ | as of Mar 31, 2026 |
| Hennion & Walsh Asset Management, Inc. | 350,212 | 4.2M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 290,000 | 3.5M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 286,334 | 3.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 240,225 | 2.9M $ | as of Mar 31, 2026 |
| DKM Wealth Management, Inc. | 212,592 | 2.5M $ | as of Mar 31, 2026 |
| Mariner, LLC | 155,967 | 1.9M $ | as of Mar 31, 2026 |
| EVOKE WEALTH, LLC | 143,219 | 1.7M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 105,254 | 1.3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 102,235 | 1.2M $ | as of Mar 31, 2026 |
| WEDBUSH SECURITIES INC | 76,929 | 915 $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 70,100 | 834.2K $ | as of Mar 31, 2026 |
| D.A. DAVIDSON & CO. | 60,791 | 723.4K $ | as of Mar 31, 2026 |
| Rareview Capital LLC | 58,827 | 692.4K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 56,507 | 672.4K $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 55,039 | 655K $ | as of Mar 31, 2026 |
| MATHER GROUP, LLC. | 54,160 | 644.5K $ | as of Mar 31, 2026 |
| GK Wealth Management LLC | 54,096 | 634.6K $ | as of Mar 31, 2026 |
| DWR WEALTH MANAGEMENT, LLC | 54,096 | 634.6K $ | as of Mar 31, 2026 |
| Bridgewealth Advisory Group, LLC | 53,059 | 631.4K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 48,037 | 572K $ | as of Mar 31, 2026 |
| Blue Zone Wealth Advisors, LLC | 45,985 | 547.2K $ | as of Mar 31, 2026 |
Funds holding the debt of Nuveen California AMT-Free Qua
16 funds declare 17 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
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Titelia. "Funds holding Nuveen California AMT-Free Qua". https://titelia.com/en/stocks/nuveen-california-amt-free-qua-US6706511085