Creative Planning’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Creative Planning’s Portfolio NULG Stock Details NULG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Buy	8,773 +514	+6%	+$55.2K	﹤0.01%	2617
2026 Q1	$751K	Buy	8,259 +897	+12%	+$86K	﹤0.01%	2698
2025 Q4	$720K	Sell	7,362 -250	-3%	-$24.7K	﹤0.01%	2546
2025 Q3	$757K	Sell	7,612 -335	-4%	-$32.6K	﹤0.01%	2377
2025 Q2	$747K	Hold	7,947	–	–	﹤0.01%	2098
2025 Q1	$622K	Sell	7,947 -217	-3%	-$18.4K	﹤0.01%	2098
2024 Q4	$701K	Buy	8,164 +2,360	+41%	+$204K	﹤0.01%	1919
2024 Q3	$480K	Hold	5,804	–	–	﹤0.01%	2146
2024 Q2	$471K	Sell	5,804 -7	-0.1%	-$535	﹤0.01%	1990
2024 Q1	$443K	Sell	5,811 -33	-0.6%	-$2.39K	﹤0.01%	1940
2023 Q4	$406K	Buy	5,844 +1,375	+31%	+$87.4K	﹤0.01%	1854
2023 Q3	$268K	Buy	+4,469	New	+$279K	﹤0.01%	2032
2023 Q2	–	Sell	-3,643	Closed	-$203K	–	2765
2023 Q1	$203K	Buy	3,643 +2,066	+131%	+$109K	﹤0.01%	2117
2022 Q4	$77.1K	Buy	+1,577	New	+$77.5K	﹤0.01%	2184
2022 Q1	–	Sell	-4,160	Closed	-$285K	–	2409
2021 Q4	$285K	Hold	4,160	–	–	﹤0.01%	1660
2021 Q3	$272K	Hold	4,160	–	–	﹤0.01%	1656
2021 Q2	$268K	Buy	4,160 +410	+11%	+$25.1K	﹤0.01%	1623
2021 Q1	$217K	Hold	3,750	–	–	﹤0.01%	2041
2020 Q4	$211K	Buy	+3,750	New	+$202K	﹤0.01%	1864

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Creative Planning's NULG Position: Q2 2026 in Review

Creative Planning increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 6.2% in Q2 2026, buying an estimated $55.2K and bringing the position to 8,773 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2617.

Creative Planning first reported a position in NULG in Q4 2020 and has held it in 19 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Creative Planning held 8,773 shares of Nuveen ESG Large-Cap Growth ETF worth $1.03M as of Q2 2026.
Creative Planning bought 514 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $55.2K.
Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2617 holding.
Creative Planning first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2020 and has held it in 19 quarters since.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

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