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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

NAD holding history

Nuveen 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.

NAD overviewAll 13F holders of NADFull Q2 2026 holdings

Shares (Q2 2026)
27,036
Value
$327.7K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of NAD by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,036$327.7K<0.1%+9,887+57.7%AddedHolders
Q1 202617,149$197.2K<0.1%+2,562+17.6%AddedHolders
Q4 202514,587$175.3K<0.1%−2,540−14.8%ReducedHolders
Q3 202517,127$200.2K<0.1%+1,492+9.5%AddedHolders
Q2 202515,635$176.5K<0.1%−907−5.5%ReducedHolders
Q1 202516,542$190.6K<0.1%+882+5.6%AddedHolders
Q4 202415,660$182.6K<0.1%+1,307+9.1%AddedHolders
Q3 202414,353$177.7K<0.1%+3,650+34.1%AddedHolders
Q2 202410,703$125.6K<0.1%+10,703NewHolders
Q1 20240$00.0%−23,375−100.0%Sold outHolders
Q4 202323,375$267.6K<0.1%+19,424+491.6%AddedHolders
Q3 20233,951$40.1K<0.1%+3,951NewHolders
Q2 20230$00.0%−18,827−100.0%Sold outHolders
Q1 202318,827$217.1K<0.1%+6,050+47.4%AddedHolders
Q4 202212,777$150.8K<0.1%+401+3.2%AddedHolders
Q3 202212,376$136.0K<0.1%−26,401−68.1%ReducedHolders
Q2 202238,777$484.0K<0.1%+14,812+61.8%AddedHolders
Q1 202223,965$320.0K<0.1%−75,923−76.0%ReducedHolders
Q4 202199,888$1.61M<0.1%−700−0.7%ReducedHolders
Q3 2021100,588$1.57M<0.1%+25,604+34.1%AddedHolders
Q2 202174,984$1.20M<0.1%−12,743−14.5%ReducedHolders
Q1 202187,727$1.33M<0.1%––Holders

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