Creative Planning
KTF

Creative Planning’s DWS Municipal Income Trust KTF Stock Holding History

Creative Planning’s Portfolio KTF Stock Details KTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$207K Sell
22,771
-349
-2% -$3.18K ﹤0.01% 3706
2025
Q4 		$210K Sell
23,120
-1,750
-7% -$16.1K ﹤0.01% 3506
2025
Q3 		$228K Buy
24,870
+261
+1% +$2.3K ﹤0.01% 3365
2025
Q2 		$218K Buy
24,609
+253
+1% +$2.27K ﹤0.01% 3161
2025
Q1 		$228K Buy
24,356
+9,118
+60% +$86.8K ﹤0.01% 2961
2024
Q4 		$144K Buy
15,238
+3,171
+26% +$31.3K ﹤0.01% 3075
2024
Q3 		$120K Buy
12,067
+218
+2% +$2.13K ﹤0.01% 2977
2024
Q2 		$112K Buy
11,849
+222
+2% +$2.1K ﹤0.01% 2820
2024
Q1 		$105K Sell
11,627
-11,057
-49% -$99.2K ﹤0.01% 2699
2023
Q4 		$202K Buy
+22,684
New +$185K ﹤0.01% 2429
2021
Q2 		– Sell
-16,276
Closed -$190K – 2349
2021
Q1 		$190K Buy
16,276
+64
+0.4% +$739 ﹤0.01% 2111
2020
Q4 		$189K Sell
16,212
-4,876
-23% -$54.6K ﹤0.01% 1922
2020
Q3 		$234K Sell
21,088
-18,463
-47% -$207K ﹤0.01% 1587
2020
Q2 		$427K Sell
39,551
-7,479
-16% -$78.7K ﹤0.01% 1115
2020
Q1 		$507K Buy
47,030
+9,764
+26% +$110K ﹤0.01% 936
2019
Q4 		$422K Buy
37,266
+81
+0.2% +$928 ﹤0.01% 1203
2019
Q3 		$431K Buy
37,185
+21
+0.1% +$242 ﹤0.01% 1147
2019
Q2 		$419K Buy
37,164
+22
+0.1% +$245 ﹤0.01% 1170
2019
Q1 		$409K Sell
37,142
-598
-2% -$6.48K ﹤0.01% 1154
2018
Q4 		$389K Hold
37,740
– – ﹤0.01% 1086
2018
Q3 		$396K Buy
37,740
+4,986
+15% +$54.2K ﹤0.01% 1224
2018
Q2 		$361K Buy
32,754
+12,709
+63% +$141K ﹤0.01% 1257
2018
Q1 		$225K Buy
20,045
+1,616
+9% +$18.5K ﹤0.01% 1526
2017
Q4 		$219K Sell
18,429
-3,428
-16% -$41.3K ﹤0.01% 1545
2017
Q3 		$278K Buy
21,857
+2,580
+13% +$33.8K ﹤0.01% 1373
2017
Q2 		$260K Sell
19,277
-4,690
-20% -$63.2K ﹤0.01% 1369
2017
Q1 		$318K Buy
23,967
+100
+0.4% +$1.33K ﹤0.01% 1226
2016
Q4 		$313K Hold
23,867
– – ﹤0.01% 1168
2016
Q3 		$336K Buy
23,867
+4,208
+21% +$61K ﹤0.01% 1123
2016
Q2 		$284K Hold
19,659
– – ﹤0.01% 1082
2016
Q1 		$275K Buy
19,659
+12,900
+191% +$179K ﹤0.01% 1042
2015
Q4 		$91K Buy
6,759
+5,430
+409% +$72.4K ﹤0.01% 1688
2015
Q3 		$17K Buy
+1,329
New +$17K ﹤0.01% 2851
2015
Q2 		– Sell
-1,329
Closed -$19K – 2123
2015
Q1 		$19K Buy
1,329
+200
+18% +$2.76K ﹤0.01% 2754
2014
Q4 		$15K Hold
1,129
– – ﹤0.01% 2861
2014
Q3 		$15K Buy
+1,129
New +$15K ﹤0.01% 2707
2014
Q2 		– Sell
-1,129
Closed -$15K – 3877
2014
Q1 		$15K Sell
1,129
-200
-15% -$2.54K ﹤0.01% 2550
2013
Q4 		$16K Sell
1,329
-2,800
-68% -$33.4K ﹤0.01% 2316
2013
Q3 		$51K Buy
4,129
+3,000
+266% +$36.5K ﹤0.01% 1492
2013
Q2 		$15K Buy
+1,129
New +$15.9K ﹤0.01% 2088

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's KTF Position: Q1 2026 in Review

Creative Planning reduced its DWS Municipal Income Trust (KTF) stake by 1.5% in Q1 2026, selling an estimated $3.18K and leaving 22,771 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #3706.

Creative Planning first reported a position in KTF in Q2 2013 and has held it in 40 quarters since. The position peaked at $507K in Q1 2020. 63 funds tracked by Wall St. Rank hold KTF as of Q1 2026.

  • Creative Planning held 22,771 shares of DWS Municipal Income Trust worth $207K as of Q1 2026.
  • Creative Planning sold 349 DWS Municipal Income Trust shares in Q1 2026, an estimated $3.18K.
  • DWS Municipal Income Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3706 holding.
  • Creative Planning first reported a position in DWS Municipal Income Trust in Q2 2013 and has held it in 40 quarters since.
  • Creative Planning's DWS Municipal Income Trust position peaked at $507K in Q1 2020.
  • 63 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.