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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

KTF holding history

DWS Municipal Income Trust 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.

KTF overviewAll 13F holders of KTFFull Q2 2026 holdings

Shares (Q2 2026)
22,771
Value
$209.5K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of KTF by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,771$209.5K<0.1%00.0%UnchangedHolders
Q1 202622,771$207.2K<0.1%−349−1.5%ReducedHolders
Q4 202523,120$210.2K<0.1%−1,750−7.0%ReducedHolders
Q3 202524,870$228.1K<0.1%+261+1.1%AddedHolders
Q2 202524,609$217.5K<0.1%+253+1.0%AddedHolders
Q1 202524,356$228.5K<0.1%+9,118+59.8%AddedHolders
Q4 202415,238$144.0K<0.1%+3,171+26.3%AddedHolders
Q3 202412,067$120.3K<0.1%+218+1.8%AddedHolders
Q2 202411,849$112.2K<0.1%+222+1.9%AddedHolders
Q1 202411,627$105.0K<0.1%−11,057−48.7%ReducedHolders
Q4 202322,684$201.7K<0.1%+22,684NewHolders
Q2 20210$00.0%−16,276−100.0%Sold outHolders
Q1 202116,276$190.0K<0.1%––Holders

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