Creative Planning’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Creative Planning’s Portfolio NUMG Stock Details NUMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.66M	Buy	77,856 +402	+0.5%	+$18K	﹤0.01%	1637
2026 Q1	$3.18M	Hold	77,454	–	–	﹤0.01%	1531
2025 Q4	$3.7M	Sell	77,454 -42	-0.1%	-$2.01K	﹤0.01%	1220
2025 Q3	$3.77M	Hold	77,496	–	–	﹤0.01%	1052
2025 Q2	$3.75M	Sell	77,496 -14	-0%	-$629	﹤0.01%	907
2025 Q1	$3.33M	Sell	77,510 -3,016	-4%	-$141K	﹤0.01%	887
2024 Q4	$3.82M	Buy	80,526 +289	+0.4%	+$13.8K	﹤0.01%	776
2024 Q3	$3.6M	Sell	80,237 -1,556	-2%	-$65.9K	﹤0.01%	777
2024 Q2	$3.42M	Sell	81,793 -4,950	-6%	-$210K	﹤0.01%	767
2024 Q1	$3.86M	Buy	86,743 +163	+0.2%	+$6.99K	﹤0.01%	697
2023 Q4	$3.66M	Sell	86,580 -1,680	-2%	-$63.8K	0.01%	663
2023 Q3	$3.24M	Sell	88,260 -347	-0.4%	-$13.4K	﹤0.01%	668
2023 Q2	$3.46M	Buy	88,607 +1,493	+2%	+$55.4K	﹤0.01%	626
2023 Q1	$3.33M	Buy	87,114 +4,451	+5%	+$168K	﹤0.01%	612
2022 Q4	$2.91M	Hold	82,663	–	–	﹤0.01%	629
2022 Q3	$2.73M	Buy	82,663 +37	+0%	+$1.36K	﹤0.01%	597
2022 Q2	$2.84M	Buy	82,626 +327	+0.4%	+$12.3K	﹤0.01%	600
2022 Q1	$3.61M	Buy	82,299 +2,421	+3%	+$104K	0.01%	536
2021 Q4	$3.93M	Buy	79,878 +8,021	+11%	+$443K	0.01%	482
2021 Q3	$3.91M	Buy	+71,857	New	+$4.02M	0.01%	481
2021 Q2	–	Sell	-68,861	Closed	-$3.45M	–	2422
2021 Q1	$3.45M	Hold	68,861	–	–	0.01%	519
2020 Q4	$3.41M	Sell	68,861 -81	-0.1%	-$3.79K	0.01%	477
2020 Q3	$2.91M	Buy	68,942 +1,197	+2%	+$50K	0.01%	443
2020 Q2	$2.64M	Buy	67,745 +26	+0%	+$918	0.01%	414
2020 Q1	$1.98M	Sell	67,719 -39,922	-37%	-$1.36M	0.01%	440
2019 Q4	$3.8M	Sell	107,641 -193	-0.2%	-$6.54K	0.01%	346
2019 Q3	$3.53M	Buy	107,834 +2,106	+2%	+$69.8K	0.01%	357
2019 Q2	$3.56M	Buy	105,728 +47,565	+82%	+$1.54M	0.01%	353
2019 Q1	$1.82M	Buy	+58,163	New	+$1.71M	0.01%	497

Other funds holding NUMG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

TCIIS

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

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

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

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

Creative Planning's NUMG Position: Q2 2026 in Review

Creative Planning increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 0.52% in Q2 2026, buying an estimated $18K and bringing the position to 77,856 shares worth $3.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Creative Planning first reported a position in NUMG in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.93M in Q4 2021. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

Creative Planning held 77,856 shares of Nuveen ESG Mid-Cap Growth ETF worth $3.66M as of Q2 2026.
Creative Planning bought 402 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $18K.
Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1637 holding.
Creative Planning first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2019 and has held it in 29 quarters since.
Creative Planning's Nuveen ESG Mid-Cap Growth ETF position peaked at $3.93M in Q4 2021.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

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