Creative Planning’s Niu Technologies NIU Stock Holding History

Creative Planning’s Portfolio NIU Stock Details NIU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$27.9K	Buy	+15,017	New	+$32.8K	﹤0.01%	4235
2021 Q2	–	Sell	-37,607	Closed	-$1.38M	–	2412
2021 Q1	$1.38M	Sell	37,607 -490	-1%	-$19.8K	﹤0.01%	880
2020 Q4	$1.07M	Sell	38,097 -12	-0%	-$348	﹤0.01%	915
2020 Q3	$732K	Buy	+38,109	New	+$768K	﹤0.01%	945

Other funds holding NIU

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

SmartHarvest Portfolios Poulsbo, Washington $258M AUM 39.79% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Creative Planning's NIU Position: Q3 2026 in Review

Creative Planning opened a new position in Niu Technologies (NIU) in Q3 2026: 15,017 shares worth $27.9K. The stake represents ﹤0.01% of the portfolio and ranks #4235 among its holdings. This is a return to the name: Creative Planning previously reported a position in NIU as recently as Q1 2021.

Creative Planning first reported a position in NIU in Q3 2020 and has held it in 4 quarters since. The position peaked at $1.38M in Q1 2021. 11 funds tracked by Wall St. Rank hold NIU as of Q3 2026.

Creative Planning held 15,017 shares of Niu Technologies worth $27.9K as of Q3 2026.
Niu Technologies was a new Creative Planning position in Q3 2026.
Niu Technologies made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4235 holding.
Creative Planning first reported a position in Niu Technologies in Q3 2020 and has held it in 4 quarters since.
Creative Planning's Niu Technologies position peaked at $1.38M in Q1 2021.
11 funds tracked by Wall St. Rank held Niu Technologies as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.