Nuveen California muni fund adds portfolio manager

A portfolio manager filed an initial ownership statement for NKX, reporting no transactions or current share holdings.

Rhea-AI Filing Summary

NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND (NKX) has a new initial ownership report from Margot Kleinman, identified as a Portfolio Manager. The filing lists no reportable transactions and no reportable holdings of NKX shares at the time of this initial statement.

Key Figures

Reported NKX share holdings: 0 shares Reported NKX share purchases: 0 shares Reported NKX share sales: 0 shares

3 metrics

Reported NKX share holdings 0 shares Beneficial ownership reported on the initial Form 3

Reported NKX share purchases 0 shares Purchases reported in the initial Form 3

Reported NKX share sales 0 shares Sales reported in the initial Form 3

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the new Form 3 filing mean for NKX?

The Form 3 shows that Portfolio Manager Margot Kleinman is now a reporting person for NKX, but it reports no transactions and no current holdings of NKX shares as of this initial statement.

Did the reporting person buy or sell any NKX shares in this Form 3?

No. The Form 3 shows no reported purchases or sales of NKX shares and no derivative transactions; it is an initial ownership statement only.

What role does Margot Kleinman have in relation to NKX?

Margot Kleinman is identified in the filing as a Portfolio Manager associated with NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND (NKX).

Are any NKX share holdings reported for Margot Kleinman?

No. The filing reports no NKX shares owned and no derivative positions for Margot Kleinman as of this initial ownership statement.

Does the Form 3 mention any trading plans for NKX?

No trading plans are disclosed. The Form 3 is limited to identifying Margot Kleinman as a Portfolio Manager and shows no transactions or holdings for NKX.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/03/2026 - 12:38 PM EDT Accepted by SEC EDGAR 09/03/2026 - 12:38 PM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Kleinman Margot

(Last) (First) (Middle)

333 W. WACKER DRIVE

SUITE 2900

(Street)

CHICAGO ILLINOIS 60606

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
08/26/2026

3. Issuer Name and Ticker or Trading Symbol
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND [ NKX ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
	Officer (give title below)	X	Other (specify below)
			Portfolio Manager

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

kleinmanpoa.txt

No securities are beneficially owned.

	Mark L. Winget/ Signed Under Power of Attorney	09/03/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)