Creative Planning’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Creative Planning’s Portfolio NID Stock Details NID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-18,185	Closed	-$239K	–	2835
2022 Q4	$239K	Buy	18,185 +1,067	+6%	+$13.6K	﹤0.01%	1898
2022 Q3	$212K	Hold	17,118	–	–	﹤0.01%	1869
2022 Q2	$223K	Hold	17,118	–	–	﹤0.01%	1812
2022 Q1	$237K	Hold	17,118	–	–	﹤0.01%	1788
2021 Q4	$255K	Sell	17,118 -4,217	-20%	-$62.7K	﹤0.01%	1728
2021 Q3	$314K	Buy	+21,335	New	+$317K	﹤0.01%	1565
2017 Q3	–	Sell	-3	Closed	–	–	4631
2017 Q2	$0	Buy	+3	New	+$40	﹤0.01%	5097

Other funds holding NID

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Creative Planning's NID Position: Q1 2023 in Review

Creative Planning sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 18,185 shares — an estimated $239K sold.

Creative Planning first reported a position in NID in Q2 2017 and held it in 7 quarters. The position peaked at $314K in Q3 2021. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

Creative Planning reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 18,185 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $239K.
Creative Planning first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2017 and held it in 7 quarters.
Creative Planning's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $314K in Q3 2021.
18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.