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

Peak Retirement 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
Q2 		$260K Buy
+20,723
New +$256K 0.04% 155

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Peak Retirement Planning's NKX Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2026: 20,723 shares worth $260K. The stake represents 0.04% of the portfolio and ranks #155 among its holdings.

84 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • Peak Retirement Planning held 20,723 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $260K as of Q2 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund was a new Peak Retirement Planning position in Q2 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.04% of Peak Retirement Planning's portfolio in Q2 2026, its #155 holding.
  • 84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.