Creative Planning

Position in MFM — Aberdeen Municipal Income Fund

CIK 1540235 OVERLAND PARK, KS

Position in MFM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$625,628

-$50,189 QoQ

Shares Held

116,072

-6.7% QoQ

Ownership

0.282%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Creative Planning holds $462,647,698 across 180 Asset Management names. MFM ranks #73 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	401,722	$46,194,012
2	CGBD	Carlyle Secured Lending, Inc.	3,231,986	$35,357,926
3	BXSL	Blackstone Secured Lending Fund	1,360,717	$32,235,385
4	BN	BROOKFIELD Corp /ON/	794,790	$32,165,151
5	BLK	BlackRock, Inc.	29,533	$28,402,181
6	JHG	Janus Henderson Group Ltd.	364,316	$18,714,912
7	AMP	Ameriprise Financial Inc	39,543	$17,572,909
8	STT	State Street Corp	113,253	$14,333,299

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$625,628	116,072	-6.7%	Shares	Sole	2026-05-12
2025-12-31	$675,817	124,460	-22.0%	Shares	Sole	2026-02-17
2025-09-30	$859,920	159,540	-11.5%	Shares	Sole	2025-11-14
2025-06-30	$931,478	180,170	-1.5%	Shares	Sole	2025-08-08
2025-03-31	$969,873	182,995	-17.6%	Shares	Sole	2025-05-15
2024-12-31	$1,188,042	222,064	+1117.1%	Shares	Sole	2025-02-14
2023-12-31	$94,331	18,246	+23.3%	Shares	Sole	2024-02-14
2023-09-30	$67,340	14,800	+20.7%	Shares	Sole	2023-11-16
2020-09-30	$78,870	12,266	+10.3%	Shares	Sole	2020-11-05
2020-06-30	$69,370	11,117	0.0%	Shares	Sole	2020-07-23
2020-03-31	$71,037	11,117	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.