Creative Planning
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1540235
OVERLAND PARK, KS
Position in NEA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$803,344
-$282,069 QoQ
Shares Held
68,428
-29.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 297 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEA 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. NEA ranks #64 (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 NEA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,344 | 68,428 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,085,413 | 96,653 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,104,501 | 94,970 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,056,080 | 92,720 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $935,100 | 85,632 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,061,076 | 94,739 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,250,410 | 110,852 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $343,311 | 28,681 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $289,020 | 25,220 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $323,243 | 29,200 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $301,059 | 27,369 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $459,963 | 47,517 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $526,180 | 48,141 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $5,842,814 | 525,433 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $591,467 | 52,020 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $555,577 | 52,413 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $631,656 | 53,758 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $741,739 | 56,449 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $893,115 | 57,251 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $972,099 | 63,996 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $926,378 | 59,005 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,273,541 | 85,934 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,232,990 | 81,655 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,128,615 | 78,704 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,273,379 | 91,610 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,384,383 | 102,244 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||