Creative Planning
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 1540235
OVERLAND PARK, KS
Position in NAD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$327,676
+$130,463 QoQ
Shares Held
27,036
+57.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 285 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Creative Planning holds $559,880,439 across 178 Asset Management names. NAD ranks #107 (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 NAD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,676 | 27,036 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $197,213 | 17,149 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $175,335 | 14,587 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $200,213 | 17,127 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $176,519 | 15,635 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $190,563 | 16,542 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $182,595 | 15,660 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $177,690 | 14,353 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $125,653 | 10,703 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $267,643 | 23,375 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $40,063 | 3,951 | Shares | Sole | 2023-11-16 | |
| 2023-03-31 | $217,075 | 18,827 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $150,768 | 12,777 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $136,136 | 12,376 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $483,549 | 38,777 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $320,172 | 23,965 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,609,195 | 99,888 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,571,184 | 100,588 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,200,493 | 74,984 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,328,186 | 87,727 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $452,984 | 29,472 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $388,453 | 26,753 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $620,314 | 44,245 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $544,722 | 39,645 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||