Peak Retirement Planning, Inc.
PensionPosition in NKX — Nuveen California Amt-Free Quality Municipal Income Fund
CIK 2056697
COLUMBUS, OH
Position in NKX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$259,659
New position
Shares Held
20,723
first reported quarter
Ownership
0.039%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#49
of 85 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Peak Retirement Planning, Inc. holds $3,776,431 across 2 Asset Management names. NKX ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
30,933 | $3,516,772 | |
| 2 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
This page
|
20,723 | $259,659 |
All Filings in NKX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,659 | 20,723 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||