How many shares of NUMV does Creative Planning own?

As of 2026-Q2, Creative Planning holds 101,067 shares of NUMV (NUVEEN ESG MID-CAP VALUE ETF).

What is Creative Planning's NUMV position worth?

As of 2026-Q2, Creative Planning's NUMV position is worth $4.4M.

In 2026-Q2, Creative Planning increased their NUMV position (+0.4% change in shares).

Based on available 13F filings, Creative Planning first reported a position in NUMV in 2019-Q1. They have held the position across 30 quarters.

Position history for Creative Planning's holdings in NUVEEN ESG MID-CAP VALUE ETF

Current Value

$4.4M

Current Shares

101,067

Total Value Change

+$2.6M

Total Shares Change

+36,965

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	101,067	+0.4%	$4.4M	0.0%	$43.49	27
2026-Q1	Unchanged	100,641	0.0%	$3.9M	0.0%	$40.99	0
2025-Q4	Decreased	100,641	-0.3%	$3.9M	0.0%	$39.49	0
2025-Q3	Decreased	100,999	-6.7%	$3.9M	0.0%	$37.99	0
2025-Q2	Unchanged	108,300	0.0%	$3.9M	0.0%	$35.27	0
2025-Q1	Decreased	108,300	-1.5%	$3.7M	0.0%	$33.43	0
2024-Q4	Decreased	109,988	-4.8%	$3.8M	0.0%	$34.19	0
2024-Q3	Unchanged	115,513	0.0%	$4.3M	0.0%	$35.58	0
2024-Q2	Decreased	115,513	-8.6%	$3.8M	0.0%	$31.97	0
2024-Q1	Decreased	126,375	-10.8%	$4.3M	0.0%	$33.10	0
2023-Q4	Decreased	141,645	-5.1%	$4.5M	0.0%	$30.53	0
2023-Q3	Increased	149,262	+28.6%	$4.2M	0.0%	$26.90	33
2023-Q2	Decreased	116,063	-0.5%	$3.4M	0.0%	$27.79	0
2023-Q1	Increased	116,583	+3.0%	$3.3M	0.0%	$26.75	27
2022-Q4	Increased	113,161	+2.0%	$3.4M	0.0%	$28.15	27
2022-Q3	Increased	110,939	+0.5%	$3.1M	0.0%	$25.57	26
2022-Q2	Unchanged	110,384	0.0%	$3.4M	0.0%	$27.68	0
2022-Q1	Decreased	110,384	-3.5%	$4M	0.0%	$32.83	0
2021-Q4	Increased	114,337	+13.9%	$4.2M	0.0%	$33.08	30
2021-Q3	New	100,403	-	$3.6M	0.0%	$30.94	37
2021-Q2	Exited	0	-100.0%	$0	0.0%	$30.38	0
2021-Q1	Unchanged	82,031	0.0%	$2.8M	0.0%	$28.91	0
2020-Q4	Decreased	82,031	-1.1%	$2.5M	0.0%	$25.11	0
2020-Q3	Unchanged	82,935	0.0%	$2.1M	0.0%	$20.99	0
2020-Q2	Increased	82,935	+2.4%	$2M	0.0%	$19.56	26
2020-Q1	Decreased	81,016	-33.4%	$1.6M	0.0%	$17.14	0
2019-Q4	Increased	121,650	+0.1%	$3.7M	0.0%	$24.91	26
2019-Q3	Increased	121,558	+2.1%	$3.5M	0.0%	$23.41	27
2019-Q2	Increased	119,095	+85.8%	$3.4M	0.0%	$23.01	41
2019-Q1	New	64,102	-	$1.7M	0.0%	$22.04	36