Creative Planning’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Creative Planning’s Portfolio NULV Stock Details NULV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$522K	Buy	10,444 +3,002	+40%	+$148K	﹤0.01%	3145
2026 Q1	$339K	Hold	7,442	–	–	﹤0.01%	3334
2025 Q4	$335K	Sell	7,442 -2,334	-24%	-$104K	﹤0.01%	3167
2025 Q3	$428K	Buy	9,776 +646	+7%	+$27.6K	﹤0.01%	2853
2025 Q2	$383K	Sell	9,130 -1,620	-15%	-$64.5K	﹤0.01%	2692
2025 Q1	$435K	Sell	10,750 -107	-1%	-$4.34K	﹤0.01%	2417
2024 Q4	$427K	Buy	10,857 +4,495	+71%	+$187K	﹤0.01%	2370
2024 Q3	$265K	Hold	6,362	–	–	﹤0.01%	2624
2024 Q2	$240K	Buy	6,362 +87	+1%	+$3.29K	﹤0.01%	2534
2024 Q1	$244K	Buy	6,275 +496	+9%	+$18.2K	﹤0.01%	2424
2023 Q4	$208K	Sell	5,779 -4,806	-45%	-$164K	﹤0.01%	2401
2023 Q3	$356K	Buy	+10,585	New	+$370K	﹤0.01%	1793
2023 Q1	–	Sell	-2,702	Closed	-$92.5K	–	2729
2022 Q4	$92.5K	Buy	+2,702	New	+$92.3K	﹤0.01%	2158
2022 Q2	–	Sell	-2,386	Closed	-$91K	–	2454
2022 Q1	$91K	Buy	+2,386	New	+$89.7K	﹤0.01%	1998

Other funds holding NULV

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Creative Planning's NULV Position: Q2 2026 in Review

Creative Planning increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 40% in Q2 2026, buying an estimated $148K and bringing the position to 10,444 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #3145.

Creative Planning first reported a position in NULV in Q1 2022 and has held it in 14 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Creative Planning held 10,444 shares of Nuveen ESG Large-Cap Value ETF worth $522K as of Q2 2026.
Creative Planning bought 3,002 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $148K.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3145 holding.
Creative Planning first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and has held it in 14 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

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