Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDA
Schwab Fundamental U S Small C

ETFs
59
+ 0.02%
$23.85 - $28.69 $1.41K - $1.69K
302K $8.64M
TYL
Tyler Technologies Inc

Technology
197
+ 0.85%
$521.68 - $592.84 $103K - $117K
23.4K $13.9M
HOPE
Hope Bancorp Inc

Financial Services
35.7K
New
$9.11 - $10.84 $325K - $387K
35.7K $382K
NMIH
Nmi Holdings, Inc.

Financial Services
5.61K
+ 23.88%
$32.79 - $42.24 $184K - $237K
29.1K $1.23M
ATR
Aptargroup, Inc.

Healthcare
2.23K
+ 55.22%
$133.66 - $158.53 $298K - $354K
6.28K $981K
PEBO
Peoples Bancorp Inc

Financial Services
11.5K
+ 35.46%
$26.85 - $31.02 $310K - $358K
44.1K $1.35M
LYFT
Lyft, Inc.

Technology
17.6K
+ 66.15%
$9.97 - $17.21 $175K - $302K
44.1K $695K
GFS
Globalfoundries Inc.

Technology
9.25K
+ 44.8%
$30.37 - $40.03 $281K - $370K
29.9K $1.14M
GNK
Genco Shipping & Trading LTD

Industrials
29.3K
+ 147.94%
$11.36 - $14.56 $333K - $427K
49.1K $642K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
21.8K
New
$16.36 - $23.0 $357K - $502K
21.8K $378K
HNRG
Hallador Energy CO

Energy
18.1K
+ 70.47%
$10.3 - $19.53 $186K - $353K
43.7K $692K
PDS
Precision Drilling Corp

Energy
8.01K
New
$38.04 - $51.55 $305K - $413K
8.01K $378K
UWMC
Uwm Holdings Corp

Financial Services
102K
+ 300.25%
$3.94 - $5.79 $401K - $590K
136K $562K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
5.27K
+ 13.91%
$53.93 - $61.5 $284K - $324K
43.2K $2.65M
DK
Delek Us Holdings, Inc.

Energy
12.3K
+ 64.16%
$11.55 - $22.77 $141K - $279K
31.3K $663K
ROKU
Roku, Inc

Communication Services
879
+ 5.14%
$55.1 - $87.89 $48.4K - $77.3K
18K $1.58M
ESRT
Empire State Realty Trust, Inc.

Real Estate
46.5K
New
$6.79 - $8.71 $316K - $405K
46.5K $376K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.06K
+ 0.69%
$26.66 - $33.09 $28.2K - $35K
154K $5.08M
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
19.7K
New
$17.53 - $18.91 $346K - $373K
19.7K $372K
CF
Cf Industries Holdings, Inc.

Basic Materials
1.14K
+ 5.92%
$68.47 - $102.48 $78K - $117K
20.4K $1.87M
UMBF
Umb Financial Corp

Financial Services
783
+ 1.1%
$86.4 - $107.99 $67.7K - $84.6K
71.9K $7.56M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
12.2K
+ 82.24%
$28.36 - $31.3 $347K - $383K
27.1K $834K
THG
Hanover Insurance Group, Inc.

Financial Services
2.56K
+ 16.0%
$150.66 - $178.04 $386K - $456K
18.6K $3.16M
RAVI
Flexshares Tr Ready Access Var

ETFs
4.91K
New
$75.04 - $75.51 $368K - $370K
4.91K $370K
CIFR
Cipher Mining Inc.

Financial Services
36.3K
+ 45.95%
$2.1 - $4.78 $76.1K - $173K
115K $550K
VOD
Vodafone Group Public LTD CO

Communication Services
12.9K
+ 7.28%
$8.19 - $10.66 $106K - $138K
190K $2.03M
SSNC
Ss&C Technologies Holdings Inc

Technology
4.52K
+ 42.48%
$71.96 - $83.42 $325K - $377K
15.2K $1.26M
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
8.29K
New
$34.38 - $44.36 $285K - $368K
8.29K $367K
UAMY
United States Antimony Corp

Basic Materials
169K
New
$1.95 - $3.79 $329K - $639K
169K $367K
CCRN
Cross Country Healthcare Inc

Healthcare
28.1K
New
$12.79 - $14.9 $359K - $419K
28.1K $366K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
8.04K
+ 25.11%
$38.18 - $45.52 $307K - $366K
40.1K $1.75M
CG
Carlyle Group Inc.

Financial Services
4.82K
+ 31.77%
$34.78 - $51.4 $168K - $248K
20K $1.03M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
15.1K
New
$16.01 - $24.16 $241K - $364K
15.1K $364K
KOP
Koppers Holdings Inc.

Basic Materials
11.3K
New
$23.5 - $33.32 $267K - $378K
11.3K $364K
ASND
Ascendis Pharma A/S

Healthcare
1.75K
+ 48.01%
$137.41 - $179.1 $240K - $313K
5.38K $929K
DCI
Donaldson CO Inc

Industrials
4.18K
+ 13.02%
$59.18 - $71.02 $247K - $297K
36.3K $2.52M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
8.05K
New
$36.23 - $44.97 $292K - $362K
8.05K $361K
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.96K
+ 12.07%
$35.9 - $43.76 $178K - $217K
46.1K $1.99M
NOK
Nokia Corp

Technology
78.8K
+ 14.51%
$4.65 - $5.43 $367K - $428K
622K $3.22M
KALU
Kaiser Aluminum Corp

Basic Materials
4.5K
New
$50.21 - $80.95 $226K - $364K
4.5K $359K
RCII
Rent A Center Inc De

Industrials
13.5K
+ 117.04%
N/A
24.9K $664K
WHD
Cactus, Inc.

Energy
8.53K
+ 122.03%
$35.05 - $47.38 $299K - $404K
15.5K $678K
REZI
Resideo Technologies, Inc.

Industrials
2.25K
+ 3.19%
$14.69 - $22.46 $33.1K - $50.6K
73K $1.61M
ELP
Energy CO Of Parana

Utilities
18.8K
+ 18.43%
$7.01 - $9.24 $132K - $174K
121K $1.11M
BL
Blackline, Inc.

Technology
4.64K
+ 40.19%
$42.27 - $58.22 $196K - $270K
16.2K $915K
GFI
Gold Fields LTD

Basic Materials
9.8K
+ 12.56%
$19.94 - $25.71 $195K - $252K
87.8K $2.08M
GATX
Gatx Corp

Industrials
2.59K
+ 9.88%
$141.27 - $159.24 $366K - $413K
28.8K $4.43M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
8.15K
+ 16.75%
$29.44 - $33.91 $240K - $276K
56.8K $1.86M
TRP
Tc Energy Corp

Energy
5.7K
+ 12.07%
$44.48 - $51.4 $254K - $293K
53K $2.58M
Activity Summary
Buys All Purchases 2264 New Holdings 320 Increased Positions 1944 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 36 Puts 37
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