Creative Planning
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Creative Planning’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Creative Planning’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$917K Sell
75,676
-9,385
-11% -$112K ﹤0.01% 2711
2026
Q1 		$991K Buy
85,061
+1,372
+2% +$16.3K ﹤0.01% 2467
2025
Q4 		$988K Buy
83,689
+9,781
+13% +$116K ﹤0.01% 2293
2025
Q3 		$850K Buy
73,908
+54,780
+286% +$615K ﹤0.01% 2270
2025
Q2 		$214K Sell
19,128
-49,611
-72% -$541K ﹤0.01% 3172
2025
Q1 		$773K Buy
68,739
+33,640
+96% +$382K ﹤0.01% 1931
2024
Q4 		$396K Buy
+35,099
New +$406K ﹤0.01% 2445
2021
Q2 		– Sell
-10,593
Closed -$157K – 2399
2021
Q1 		$157K Buy
10,593
+463
+5% +$6.89K ﹤0.01% 2156
2020
Q4 		$154K Hold
10,130
– – ﹤0.01% 1961
2020
Q3 		$147K Sell
10,130
-3,281
-24% -$48.1K ﹤0.01% 1762
2020
Q2 		$191K Buy
13,411
+2,173
+19% +$30.3K ﹤0.01% 1543
2020
Q1 		$154K Hold
11,238
– – ﹤0.01% 1448
2019
Q4 		$167K Buy
+11,238
New +$167K ﹤0.01% 1675
2019
Q1 		– Sell
-12,264
Closed -$156K – 2061
2018
Q4 		$156K Sell
12,264
-2,537
-17% -$31.8K ﹤0.01% 1557
2018
Q3 		$192K Sell
14,801
-3,302
-18% -$44.1K ﹤0.01% 1688
2018
Q2 		$242K Sell
18,103
-20,482
-53% -$274K ﹤0.01% 1506
2018
Q1 		$517K Sell
38,585
-2,226
-5% -$30.6K ﹤0.01% 1066
2017
Q4 		$584K Buy
40,811
+706
+2% +$10.3K ﹤0.01% 988
2017
Q3 		$598K Sell
40,105
-12,468
-24% -$190K ﹤0.01% 964
2017
Q2 		$791K Buy
52,573
+18,326
+54% +$271K ﹤0.01% 799
2017
Q1 		$493K Buy
34,247
+2,996
+10% +$43.1K ﹤0.01% 1002
2016
Q4 		$442K Buy
31,251
+6,456
+26% +$94.7K ﹤0.01% 985
2016
Q3 		$407K Sell
24,795
-947
-4% -$15.8K ﹤0.01% 1003
2016
Q2 		$436K Sell
25,742
-1,222
-5% -$20K ﹤0.01% 842
2016
Q1 		$434K Sell
26,964
-19,828
-42% -$313K ﹤0.01% 812
2015
Q4 		$724K Buy
46,792
+13,445
+40% +$204K 0.01% 612
2015
Q3 		$499K Buy
33,347
+960
+3% +$14K ﹤0.01% 747
2015
Q2 		$466K Sell
32,387
-790
-2% -$11.9K ﹤0.01% 688
2015
Q1 		$507K Buy
33,177
+1,040
+3% +$15.9K ﹤0.01% 731
2014
Q4 		$484K Sell
32,137
-424
-1% -$6.24K 0.01% 707
2014
Q3 		$464K Buy
32,561
+424
+1% +$5.95K 0.01% 685
2014
Q2 		$449K Buy
+32,137
New +$452K 0.01% 683
2013
Q4 		– Sell
-4,400
Closed -$56K – 3410
2013
Q3 		$56K Buy
+4,400
New +$55.5K ﹤0.01% 1443

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Creative Planning's NAC Position: Q2 2026 in Review

Creative Planning reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 11% in Q2 2026, selling an estimated $112K and leaving 75,676 shares worth $917K. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

Creative Planning first reported a position in NAC in Q3 2013 and has held it in 33 quarters since. The position peaked at $991K in Q1 2026. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Creative Planning held 75,676 shares of Nuveen California Quality Municipal Income Fund worth $917K as of Q2 2026.
  • Creative Planning sold 9,385 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $112K.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2711 holding.
  • Creative Planning first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2013 and has held it in 33 quarters since.
  • Creative Planning's Nuveen California Quality Municipal Income Fund position peaked at $991K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.