Creative Planning’s Nuveen Minnesota Quality Municipal Income Fund NMS Stock Holding History

Creative Planning’s Portfolio NMS Stock Details NMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$349K	Hold	28,645	–	–	﹤0.01%	3302
2025 Q4	$336K	Buy	+28,645	New	+$341K	﹤0.01%	3166
2015 Q4	–	Sell	-2,068	Closed	-$30K	–	4519
2015 Q3	$30K	Buy	+2,068	New	+$29.9K	﹤0.01%	2423
2015 Q2	–	Sell	-2,068	Closed	-$32K	–	2352
2015 Q1	$32K	Buy	+2,068	New	+$31.5K	﹤0.01%	2328

Other funds holding NMS

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Creative Planning's NMS Position: Q1 2026 in Review

Creative Planning held its Nuveen Minnesota Quality Municipal Income Fund (NMS) position steady in Q1 2026 at 28,645 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #3302.

Creative Planning first reported a position in NMS in Q1 2015 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold NMS as of Q1 2026.

Creative Planning held 28,645 shares of Nuveen Minnesota Quality Municipal Income Fund worth $349K as of Q1 2026.
Creative Planning left its Nuveen Minnesota Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen Minnesota Quality Municipal Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3302 holding.
Creative Planning first reported a position in Nuveen Minnesota Quality Municipal Income Fund in Q1 2015 and has held it in 4 quarters since.
24 funds tracked by Wall St. Rank held Nuveen Minnesota Quality Municipal Income Fund as of Q1 2026.

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