Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

NUW holding history

Nuveen AMT-Free Municipal Value 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.

NUW overview All 13F holders of NUW Full Q2 2026 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2021

Holdings of NUW by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−13,664−100.0%	Sold out	Holders
Q4 2021	13,664	$227.0K	<0.1%	+13,664	New	Holders
Q2 2021	0	$0	0.0%	−10,895−100.0%	Sold out	Holders
Q1 2021	10,895	$180.0K	<0.1%	–	–	Holders

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