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

Creative Planning’s Portfolio NIQ Stock Details NIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-25,359	Closed	-$324K	–	2882
2023 Q1	$324K	Hold	25,359	–	–	﹤0.01%	1757
2022 Q4	$317K	Hold	25,359	–	–	﹤0.01%	1691
2022 Q3	$303K	Hold	25,359	–	–	﹤0.01%	1639
2022 Q2	$323K	Hold	25,359	–	–	﹤0.01%	1559
2022 Q1	$344K	Hold	25,359	–	–	﹤0.01%	1539
2021 Q4	$374K	Sell	25,359 -7,841	-24%	-$116K	﹤0.01%	1481
2021 Q3	$487K	Buy	+33,200	New	+$495K	﹤0.01%	1315

Other funds holding NIQ

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Creative Planning's NIQ Position: Q2 2023 in Review

Creative Planning sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 25,359 shares — an estimated $324K sold.

Creative Planning first reported a position in NIQ in Q3 2021 and held it in 7 quarters. The position peaked at $487K in Q3 2021. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

Creative Planning reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
Creative Planning sold 25,359 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $324K.
Creative Planning first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q3 2021 and held it in 7 quarters.
Creative Planning's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $487K in Q3 2021.
6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.