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Equibles

Creative Planning

Position in MFM — Aberdeen Municipal Income Fund

CIK 1540235 OVERLAND PARK, KS
Back to MFM Full portfolio

Position in MFM

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$622,128
-$3,500 QoQ
Shares Held
110,699
-4.6% QoQ
Ownership
0.269%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 125 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MFM Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. MFM ranks #76 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 436,815 $51,400,020
2 TROW
Price T Rowe Group Inc
 420,488 $47,805,280
3 BN
BROOKFIELD Corp /ON/
 885,994 $37,734,483
4 CGBD
Carlyle Secured Lending, Inc.
 3,086,927 $32,505,340
5 BLK
BlackRock, Inc.
 33,365 $32,082,448
6 BXSL
Blackstone Secured Lending Fund
 1,288,752 $30,556,309
7
452,530 $23,508,932
8 STT
State Street Corp
 137,249 $23,277,430

All Filings in MFM

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $622,128 110,699
2026-03-31 $625,628 116,072
2025-12-31 $675,817 124,460
2025-09-30 $859,920 159,540
2025-06-30 $931,478 180,170
2025-03-31 $969,873 182,995
2024-12-31 $1,188,042 222,064
2023-12-31 $94,331 18,246
2023-09-30 $67,340 14,800
2020-09-30 $78,870 12,266
2020-06-30 $69,370 11,117
2020-03-31 $71,037 11,117