Creative Planning’s Northern Trust US Quality Low Volatility ETF QLV Stock Holding History

Creative Planning’s Portfolio QLV Stock Details QLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,693	Closed	-$306K	–	3675
2024 Q4	$306K	Buy	+4,693	New	+$314K	﹤0.01%	2651

Other funds holding QLV

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

Creative Planning's QLV Position: Q1 2025 in Review

Creative Planning sold out of Northern Trust US Quality Low Volatility ETF (QLV) in Q1 2025, closing a stake of 4,693 shares — an estimated $306K sold.

Creative Planning first reported a position in QLV in Q4 2024 and held it in 1 quarter. The position peaked at $306K in Q4 2024. 30 funds tracked by Wall St. Rank hold QLV as of Q1 2025.

Creative Planning reported no remaining Northern Trust US Quality Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 4,693 Northern Trust US Quality Low Volatility ETF shares in Q1 2025, an estimated $306K.
Creative Planning first reported a position in Northern Trust US Quality Low Volatility ETF in Q4 2024 and held it in 1 quarter.
Creative Planning's Northern Trust US Quality Low Volatility ETF position peaked at $306K in Q4 2024.
30 funds tracked by Wall St. Rank held Northern Trust US Quality Low Volatility ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.