Creative Planning

Position in NAC — Nuveen California Quality Municipal Income Fund

CIK 1540235 OVERLAND PARK, KS

Position in NAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$917,193

-$73,767 QoQ

Shares Held

75,676

-11.0% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#38

of 138 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. NAC ranks #59 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$917,193	75,676	-11.0%	Shares	Sole	2026-08-13
2026-03-31	$990,960	85,061	+1.6%	Shares	Sole	2026-05-12
2025-12-31	$988,367	83,689	+13.2%	Shares	Sole	2026-02-17
2025-09-30	$849,942	73,908	+286.4%	Shares	Sole	2025-11-14
2025-06-30	$213,659	19,128	-72.2%	Shares	Sole	2025-08-08
2025-03-31	$772,626	68,739	+95.8%	Shares	Sole	2025-05-15
2024-12-31	$396,267	35,099	+231.3%	Shares	Sole	2025-02-14
2021-03-31	$157,411	10,593	+4.6%	Shares	Sole	2021-04-30
2020-12-31	$153,570	10,130	0.0%	Shares	Sole	2021-01-29
2020-09-30	$147,492	10,130	-24.5%	Shares	Sole	2020-11-05
2020-06-30	$191,374	13,411	+19.3%	Shares	Sole	2020-07-23
2020-03-31	$153,848	11,238	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.