Creative Planning’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Creative Planning’s Portfolio NKX Stock Details NKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$258K	Sell	21,722 -9,103	-30%	-$116K	﹤0.01%	3534
2025 Q4	$383K	Buy	30,825 +8,771	+40%	+$111K	﹤0.01%	3057
2025 Q3	$279K	Buy	22,054 +838	+4%	+$10K	﹤0.01%	3200
2025 Q2	$250K	Buy	21,216 +87	+0.4%	+$1.04K	﹤0.01%	3056
2025 Q1	$266K	Buy	21,129 +55	+0.3%	+$700	﹤0.01%	2858
2024 Q4	$266K	Buy	21,074 +105	+0.5%	+$1.38K	﹤0.01%	2761
2024 Q3	$285K	Buy	20,969 +78	+0.4%	+$1.03K	﹤0.01%	2556
2024 Q2	$261K	Buy	20,891 +57	+0.3%	+$679	﹤0.01%	2475
2024 Q1	$253K	Buy	20,834 +51	+0.2%	+$590	﹤0.01%	2392
2023 Q4	$240K	Buy	20,783 +1,333	+7%	+$14.4K	﹤0.01%	2268
2023 Q3	$200K	Sell	19,450 -1,194	-6%	-$13.3K	﹤0.01%	2241
2023 Q2	$238K	Buy	20,644 +45	+0.2%	+$511	﹤0.01%	2089
2023 Q1	$240K	Sell	20,599 -773	-4%	-$9.32K	﹤0.01%	1983
2022 Q4	$263K	Sell	21,372 -2,517	-11%	-$29.3K	﹤0.01%	1813
2022 Q3	$282K	Buy	23,889 +302	+1%	+$4.01K	﹤0.01%	1687
2022 Q2	$304K	Buy	23,587 +49	+0.2%	+$640	﹤0.01%	1600
2022 Q1	$319K	Sell	23,538 -980	-4%	-$14.1K	﹤0.01%	1597
2021 Q4	$388K	Sell	24,518 -1,300	-5%	-$21K	﹤0.01%	1456
2021 Q3	$423K	Buy	25,818 +189	+0.7%	+$3.11K	﹤0.01%	1384
2021 Q2	$418K	Sell	25,629 -3,687	-13%	-$58.5K	﹤0.01%	1378
2021 Q1	$453K	Buy	29,316 +1,231	+4%	+$19K	﹤0.01%	1500
2020 Q4	$443K	Buy	28,085 +1,293	+5%	+$19.9K	﹤0.01%	1388
2020 Q3	$409K	Buy	26,792 +40	+0.1%	+$614	﹤0.01%	1241
2020 Q2	$399K	Buy	26,752 +40	+0.1%	+$576	﹤0.01%	1154
2020 Q1	$378K	Sell	26,712 -7,463	-22%	-$113K	﹤0.01%	1086
2019 Q4	$520K	Sell	34,175 -1,174	-3%	-$17.8K	﹤0.01%	1088
2019 Q3	$534K	Buy	35,349 +1,259	+4%	+$19K	﹤0.01%	1025
2019 Q2	$498K	Buy	34,090 +558	+2%	+$7.92K	﹤0.01%	1075
2019 Q1	$467K	Buy	+33,532	New	+$450K	﹤0.01%	1069
2017 Q3	–	Sell	-21,875	Closed	-$341K	–	3073
2017 Q2	$341K	Buy	21,875 +17,425	+392%	+$265K	﹤0.01%	1210
2017 Q1	$66K	Buy	4,450 +250	+6%	+$3.64K	﹤0.01%	2269
2016 Q4	$60K	Sell	4,200 -20,495	-83%	-$303K	﹤0.01%	2241
2016 Q3	$410K	Buy	24,695 +24,495	+12,248%	+$418K	﹤0.01%	999
2016 Q2	$3K	Hold	200	–	–	﹤0.01%	3902
2016 Q1	$3K	Sell	200 -11,190	-98%	-$176K	﹤0.01%	3821
2015 Q4	$175K	Buy	11,390 +11,190	+5,595%	+$167K	﹤0.01%	1282
2015 Q3	$3K	Buy	+200	New	+$2.9K	﹤0.01%	3834
2015 Q2	–	Sell	-200	Closed	-$3K	–	2348
2015 Q1	$3K	Hold	200	–	–	﹤0.01%	3755
2014 Q4	$3K	Hold	200	–	–	﹤0.01%	3717
2014 Q3	$3K	Hold	200	–	–	﹤0.01%	3524
2014 Q2	$3K	Hold	200	–	–	﹤0.01%	3409
2014 Q1	$3K	Hold	200	–	–	﹤0.01%	3262
2013 Q4	$2K	Sell	200 -70,500	-100%	-$862K	﹤0.01%	3104
2013 Q3	$872K	Buy	70,700 +15,500	+28%	+$190K	0.02%	300
2013 Q2	$745K	Buy	+55,200	New	+$776K	0.02%	298

Other funds holding NKX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Creative Planning's NKX Position: Q1 2026 in Review

Creative Planning reduced its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 30% in Q1 2026, selling an estimated $116K and leaving 21,722 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #3534.

Creative Planning first reported a position in NKX in Q2 2013 and has held it in 45 quarters since. The position peaked at $872K in Q3 2013. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

Creative Planning held 21,722 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $258K as of Q1 2026.
Creative Planning sold 9,103 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $116K.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3534 holding.
Creative Planning first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2013 and has held it in 45 quarters since.
Creative Planning's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $872K in Q3 2013.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.