Creative Planning
MFM

Creative Planning’s Aberdeen Municipal Income Fund MFM Stock Holding History

Creative Planning’s Portfolio MFM Stock Details MFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$626K Sell
116,072
-8,388
-7% -$45.8K ﹤0.01% 2850
2025
Q4 		$676K Sell
124,460
-35,080
-22% -$189K ﹤0.01% 2589
2025
Q3 		$860K Sell
159,540
-20,630
-11% -$107K ﹤0.01% 2254
2025
Q2 		$931K Sell
180,170
-2,825
-2% -$14.5K ﹤0.01% 1921
2025
Q1 		$970K Sell
182,995
-39,069
-18% -$212K ﹤0.01% 1743
2024
Q4 		$1.19M Buy
+222,064
New +$1.24M ﹤0.01% 1508
2024
Q1 		– Sell
-18,246
Closed -$94.3K – 2975
2023
Q4 		$94.3K Buy
18,246
+3,446
+23% +$16.6K ﹤0.01% 2579
2023
Q3 		$67.3K Buy
+14,800
New +$74.3K ﹤0.01% 2450
2020
Q4 		– Sell
-12,266
Closed -$79K – 2418
2020
Q3 		$79K Buy
12,266
+1,149
+10% +$7.49K ﹤0.01% 1857
2020
Q2 		$69K Hold
11,117
– – ﹤0.01% 1725
2020
Q1 		$71K Hold
11,117
– – ﹤0.01% 1587
2019
Q4 		$79K Sell
11,117
-750
-6% -$5.28K ﹤0.01% 1778
2019
Q3 		$84K Buy
11,867
+400
+3% +$2.82K ﹤0.01% 1741
2019
Q2 		$80K Hold
11,467
– – ﹤0.01% 1768
2019
Q1 		$79K Sell
11,467
-8,500
-43% -$56.8K ﹤0.01% 1735
2018
Q4 		$123K Buy
+19,967
New +$126K ﹤0.01% 1604
2018
Q3 		– Sell
-11,413
Closed -$75K – 2135
2018
Q2 		$75K Buy
+11,413
New +$75K ﹤0.01% 1812
2018
Q1 		– Sell
-11,127
Closed -$76K – 2079
2017
Q4 		$76K Buy
+11,127
New +$77.5K ﹤0.01% 1760
2017
Q3 		– Sell
-10,335
Closed -$73K – 2964
2017
Q2 		$73K Hold
10,335
– – ﹤0.01% 2215
2017
Q1 		$72K Sell
10,335
-4,000
-28% -$27.5K ﹤0.01% 2187
2016
Q4 		$95K Buy
14,335
+4,000
+39% +$27.5K ﹤0.01% 1907
2016
Q3 		$77K Buy
10,335
+500
+5% +$3.71K ﹤0.01% 2036
2016
Q2 		$75K Buy
9,835
+3,000
+44% +$22K ﹤0.01% 1849
2016
Q1 		$49K Sell
6,835
-1,400
-17% -$9.77K ﹤0.01% 2125
2015
Q4 		$56K Buy
8,235
+1,400
+20% +$9.22K ﹤0.01% 2031
2015
Q3 		$44K Buy
+6,835
New +$43.4K ﹤0.01% 2132
2015
Q2 		– Sell
-5,774
Closed -$39K – 2220
2015
Q1 		$39K Sell
5,774
-1,500
-21% -$10.1K ﹤0.01% 2196
2014
Q4 		$48K Buy
7,274
+1,500
+26% +$9.85K ﹤0.01% 2034
2014
Q3 		$38K Hold
5,774
– – ﹤0.01% 2104
2014
Q2 		$38K Hold
5,774
– – ﹤0.01% 2060
2014
Q1 		$38K Hold
5,774
– – ﹤0.01% 1976
2013
Q4 		$36K Sell
5,774
-2,789
-33% -$17.3K ﹤0.01% 1814
2013
Q3 		$55K Buy
8,563
+820
+11% +$5.15K ﹤0.01% 1455
2013
Q2 		$53K Buy
+7,743
New +$56.8K ﹤0.01% 1349

Other funds holding MFM

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Creative Planning's MFM Position: Q1 2026 in Review

Creative Planning reduced its Aberdeen Municipal Income Fund (MFM) stake by 6.7% in Q1 2026, selling an estimated $45.8K and leaving 116,072 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #2850.

Creative Planning first reported a position in MFM in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.19M in Q4 2024. 83 funds tracked by Wall St. Rank hold MFM as of Q1 2026.

  • Creative Planning held 116,072 shares of Aberdeen Municipal Income Fund worth $626K as of Q1 2026.
  • Creative Planning sold 8,388 Aberdeen Municipal Income Fund shares in Q1 2026, an estimated $45.8K.
  • Aberdeen Municipal Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2850 holding.
  • Creative Planning first reported a position in Aberdeen Municipal Income Fund in Q2 2013 and has held it in 34 quarters since.
  • Creative Planning's Aberdeen Municipal Income Fund position peaked at $1.19M in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q1 2026.

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