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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

NEA holding history

Nuveen 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.

NEA overviewAll 13F holders of NEAFull Q2 2026 holdings

Shares (Q2 2026)
68,428
Value
$803.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NEA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202668,428$803.3K<0.1%−28,225−29.2%ReducedHolders
Q1 202696,653$1.09M<0.1%+1,683+1.8%AddedHolders
Q4 202594,970$1.10M<0.1%+2,250+2.4%AddedHolders
Q3 202592,720$1.06M<0.1%+7,088+8.3%AddedHolders
Q2 202585,632$935.1K<0.1%−9,107−9.6%ReducedHolders
Q1 202594,739$1.06M<0.1%−16,113−14.5%ReducedHolders
Q4 2024110,852$1.25M<0.1%+82,171+286.5%AddedHolders
Q3 202428,681$343.3K<0.1%+3,461+13.7%AddedHolders
Q2 202425,220$289.0K<0.1%−3,980−13.6%ReducedHolders
Q1 202429,200$323.2K<0.1%+1,831+6.7%AddedHolders
Q4 202327,369$301.1K<0.1%−20,148−42.4%ReducedHolders
Q3 202347,517$460.0K<0.1%−624−1.3%ReducedHolders
Q2 202348,141$526.2K<0.1%−477,292−90.8%ReducedHolders
Q1 2023525,433$5.84M<0.1%+473,413+910.1%AddedHolders
Q4 202252,020$591.5K<0.1%−393−0.7%ReducedHolders
Q3 202252,413$556.0K<0.1%−1,345−2.5%ReducedHolders
Q2 202253,758$632.0K<0.1%−2,691−4.8%ReducedHolders
Q1 202256,449$742.0K<0.1%−802−1.4%ReducedHolders
Q4 202157,251$893.0K<0.1%−6,745−10.5%ReducedHolders
Q3 202163,996$972.0K<0.1%+4,991+8.5%AddedHolders
Q2 202159,005$926.0K<0.1%−26,929−31.3%ReducedHolders
Q1 202185,934$1.27M<0.1%––Holders

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