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Engine No 1 Etf Trust shares owned by Creative Planning

Quarter-by-quarter ownership of Engine No 1 Etf Trust (PWRD) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Engine No 1 Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Engine No 1 Etf Trust held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engine No 1 Etf Trust by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $673k 5.5k 122.96

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Creative Planning

Top funds holding Engine No 1 Etf Trust

Dynasty Wealth Management
Jpmorgan Chase & Co
OpenArc Corporate Advisory
Sagespring Wealth Partners
Quotient Wealth Partners
LPL Financial
Raymond James Financial
Wells Fargo & Company
WCG Wealth Advisors
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Aspiriant
Principle Wealth Partners
Procyon Private Wealth Partners
Mariner Wealth Advisors

View all funds holding Engine No 1 Etf Trust