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Nuveen Ins Ca Tx Fr Adv Mun shares owned by Peak Retirement Planning

Quarter-by-quarter ownership of Nuveen Ins Ca Tx Fr Adv Mun (NKX) shares owned by Peak Retirement Planning from 13F filings

Historical chart of Peak Retirement Planning investment in Nuveen Ins Ca Tx Fr Adv Mun

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All positions including Nuveen Ins Ca Tx Fr Adv Mun held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Ins Ca Tx Fr Adv Mun by Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $260k 21k 12.53

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond ETF Exchange Traded Fund (SGOV)
Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)
State Street Health Care Select Sector SPDR ETF Exchange Traded Fund (XLV)
Vanguard Morningstar Small-Cap Growth ETF Exchange Traded Fund (VBK)
State Street Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)
State Street Consumer Discretionary Select Sector SPDR ETF Exchange Traded Fund (XLY)
State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund (XLRE)
State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund (XLC)
Vanguard Morningstar Small-Cap Value ETF Exchange Traded Fund (VBR)
Vanguard Morningstar Value ETF Exchange Traded Fund (VTV)
Vanguard Morningstar Growth ETF Exchange Traded Fund (VUG)
Vanguard Morningstar Mid-Cap Value ETF Exchange Traded Fund (VOE)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)

View all positions for Peak Retirement Planning

Top funds holding Nuveen Ins Ca Tx Fr Adv Mun

Morgan Stanley
Advisors Asset Management
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Hennion & Walsh Asset Management
LPL Financial
Northwestern Mutual Wealth Management Company
UBS Group
DKM Wealth Management
MAI Wealth Advisors
Raymond James Financial
Bank of America Corporation
Ameriprise Financial
Integrated Wealth Concepts
Wedbush Morgan Securities

View all funds holding Nuveen Ins Ca Tx Fr Adv Mun