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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

NKX holding history

Nuveen California Amt-Free Quality Municipal Income Fund in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NKX overviewAll 13F holders of NKXFull Q2 2026 holdings

Shares (Q2 2026)
22,948
Value
$287.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NKX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,948$287.5K<0.1%+1,226+5.6%AddedHolders
Q1 202621,722$258.5K<0.1%−9,103−29.5%ReducedHolders
Q4 202530,825$383.5K<0.1%+8,771+39.8%AddedHolders
Q3 202522,054$279.4K<0.1%+838+3.9%AddedHolders
Q2 202521,216$249.7K<0.1%+87+0.4%AddedHolders
Q1 202521,129$266.0K<0.1%+55+0.3%AddedHolders
Q4 202421,074$266.4K<0.1%+105+0.5%AddedHolders
Q3 202420,969$285.0K<0.1%+78+0.4%AddedHolders
Q2 202420,891$261.3K<0.1%+57+0.3%AddedHolders
Q1 202420,834$253.1K<0.1%+51+0.2%AddedHolders
Q4 202320,783$239.8K<0.1%+1,333+6.9%AddedHolders
Q3 202319,450$199.6K<0.1%−1,194−5.8%ReducedHolders
Q2 202320,644$238.2K<0.1%+45+0.2%AddedHolders
Q1 202320,599$239.8K<0.1%−773−3.6%ReducedHolders
Q4 202221,372$262.9K<0.1%−2,517−10.5%ReducedHolders
Q3 202223,889$282.0K<0.1%+302+1.3%AddedHolders
Q2 202223,587$304.0K<0.1%+49+0.2%AddedHolders
Q1 202223,538$319.0K<0.1%−980−4.0%ReducedHolders
Q4 202124,518$388.0K<0.1%−1,300−5.0%ReducedHolders
Q3 202125,818$423.0K<0.1%+189+0.7%AddedHolders
Q2 202125,629$418.0K<0.1%−3,687−12.6%ReducedHolders
Q1 202129,316$453.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.