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 Q2	$173K	Sell	14,322 -14,323	-50%	-$174K	﹤0.01%	3915
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

RWA

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

AFS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning's NMS Position: Q2 2026 in Review

Creative Planning reduced its Nuveen Minnesota Quality Municipal Income Fund (NMS) stake by 50% in Q2 2026, selling an estimated $174K and leaving 14,322 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #3915.

Creative Planning first reported a position in NMS in Q1 2015 and has held it in 5 quarters since. The position peaked at $349K in Q1 2026. 24 funds tracked by Wall St. Rank hold NMS as of Q2 2026.

Creative Planning held 14,322 shares of Nuveen Minnesota Quality Municipal Income Fund worth $173K as of Q2 2026.
Creative Planning sold 14,323 Nuveen Minnesota Quality Municipal Income Fund shares in Q2 2026, an estimated $174K.
Nuveen Minnesota Quality Municipal Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3915 holding.
Creative Planning first reported a position in Nuveen Minnesota Quality Municipal Income Fund in Q1 2015 and has held it in 5 quarters since.
Creative Planning's Nuveen Minnesota Quality Municipal Income Fund position peaked at $349K in Q1 2026.
24 funds tracked by Wall St. Rank held Nuveen Minnesota Quality Municipal Income Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.