Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
21.8K
New
$8.88 - $11.16 $194K - $243K
21.8K $239K
CYTK
Cytokinetics Inc

Healthcare
14.5K
+ 43.14%
$29.84 - $42.92 $432K - $622K
48.1K $1.59M
ATRO
Astronics Corp

Industrials
2.69K
+ 16.85%
$20.03 - $35.81 $53.8K - $96.1K
18.6K $623K
USXF
Ishares Esg Advanced Msci Usa

Technology
2.62K
+ 19.49%
$41.54 - $53.93 $109K - $141K
16K $864K
KMT
Kennametal Inc

Industrials
8.83K
+ 42.39%
$17.54 - $23.27 $155K - $205K
29.6K $680K
OFLX
Omega Flex, Inc.

Industrials
7.33K
New
$29.0 - $35.12 $212K - $257K
7.33K $237K
TIPT
Tiptree Inc.

Financial Services
10.1K
New
$20.69 - $24.18 $208K - $243K
10.1K $237K
VTOL
Bristow Group Inc.

Energy
7.16K
New
$25.74 - $34.31 $184K - $246K
7.16K $236K
LSTR
Landstar System Inc

Industrials
2.39K
+ 27.64%
$131.55 - $151.93 $315K - $363K
11K $1.54M
BXC
Blue Linx Holdings Inc.

Industrials
3.18K
New
$63.76 - $78.03 $203K - $248K
3.18K $236K
VICR
Vicor Corp

Technology
5.18K
New
$39.41 - $51.91 $204K - $269K
5.18K $235K
VIRT
Virtu Financial, Inc.

Financial Services
5.24K
New
$32.82 - $44.79 $172K - $235K
5.24K $234K
RCUS
Arcus Biosciences, Inc.

Healthcare
28.9K
New
$6.87 - $10.03 $198K - $289K
28.9K $234K
LBRDK
Liberty Broadband Corp

Communication Services
826
+ 7.26%
$73.65 - $101.29 $60.8K - $83.7K
12.2K $1.2M
ARRY
Array Technologies, Inc.

Technology
36.9K
+ 258.65%
$3.98 - $8.44 $147K - $312K
51.2K $302K
CXW
Core Civic, Inc.

Real Estate
11K
New
$19.06 - $23.06 $210K - $254K
11K $232K
BUG
Global X Fds Cybersecurity ETF

ETFs
6.23K
New
$29.9 - $37.1 $186K - $231K
6.23K $231K
IYJ
Ishares Tr

ETFs
1
+ 0.01%
$115.07 - $142.31 $115 - $142
19K $2.71M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
18.3K
New
$9.22 - $12.79 $169K - $234K
18.3K $230K
CASS
Cass Information Systems Inc

Industrials
5.23K
+ 102.85%
$39.19 - $44.2 $205K - $231K
10.3K $448K
ST
Sensata Technologies Holding PLC

Technology
4.08K
+ 22.38%
$17.69 - $30.11 $72.1K - $123K
22.3K $671K
MSCI
Msci Inc.

Financial Services
144
+ 1.12%
$506.56 - $576.74 $72.9K - $83.1K
13K $7.52M
KO
Coca Cola CO

Consumer Defensive
26.9K
+ 1.4%
$68.37 - $73.9 $1.84M - $1.99M
1.96M $138M
CLVT
Clarivate PLC

Technology
51.8K
+ 458.26%
$3.1 - $4.5 $161K - $233K
63.1K $271K
LNN
Lindsay Corp

Industrials
1.58K
New
$116.32 - $144.25 $183K - $227K
1.58K $227K
CATY
Cathay General Bancorp

Financial Services
4.44K
+ 43.52%
$37.32 - $45.67 $166K - $203K
14.6K $666K
FQAL
Fidelity Covington Tr Quality

ETFs
3.27K
New
$57.29 - $69.63 $187K - $228K
3.27K $227K
LUMN
Lumen Technologies, Inc.

Communication Services
28.7K
+ 13.17%
$3.07 - $4.51 $88.2K - $130K
247K $1.08M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
2.93K
New
$60.99 - $77.53 $178K - $227K
2.93K $226K
HPK
High Peak Energy, Inc.

Energy
23K
New
$7.94 - $12.97 $182K - $298K
23K $225K
NWN
Northwest Natural Holding CO

Utilities
6.16K
+ 94.03%
$39.62 - $44.11 $244K - $272K
12.7K $504K
GPC
Genuine Parts CO

Consumer Cyclical
1.09K
+ 2.6%
$105.54 - $129.09 $115K - $141K
43.2K $5.23M
INVH
Invitation Homes Inc.

Real Estate
9.08K
+ 25.23%
$30.53 - $35.47 $277K - $322K
45.1K $1.48M
GRNT
Granite Ridge Resources, Inc.
35.3K
New
$4.69 - $6.66 $165K - $235K
35.3K $224K
HNST
Honest Company, Inc.

Consumer Cyclical
42K
+ 183.17%
$4.18 - $5.51 $176K - $231K
64.9K $330K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
8.51K
+ 11.15%
$38.81 - $44.28 $330K - $377K
84.9K $3.6M
WLFC
Willis Lease Finance Corp

Industrials
1.56K
New
$130.99 - $160.57 $204K - $250K
1.56K $222K
AMG
Affiliated Managers Group, Inc.

Financial Services
235
+ 3.87%
$143.35 - $197.67 $33.7K - $46.5K
6.31K $1.24M
IMAX
Imax Corp

Communication Services
7.34K
+ 84.06%
$21.44 - $29.24 $157K - $215K
16.1K $449K
VOYA
Voya Financial, Inc.

Financial Services
2.79K
+ 44.56%
$54.27 - $71.0 $151K - $198K
9.06K $642K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
5.26K
+ 11.99%
$8.04 - $12.35 $42.3K - $65K
49.2K $599K
BITO
Proshares Tr Bitcoin Strategy

ETFs
3.36K
+ 7.36%
$16.69 - $23.43 $56.1K - $78.8K
49.1K $1.06M
CCB
Coastal Financial Corp

Financial Services
1.58K
+ 16.01%
$79.01 - $99.95 $125K - $158K
11.5K $1.11M
FC
Franklin Covey CO

Industrials
9.53K
New
$19.64 - $28.0 $187K - $267K
9.53K $217K
CGEM
Cullinan Oncology, Inc.

Healthcare
28.8K
+ 222.19%
$7.13 - $9.08 $205K - $261K
41.7K $314K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.32K
+ 9.58%
$105.8 - $131.55 $139K - $173K
15K $1.93M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
1.64K
+ 54.17%
$71.62 - $94.66 $118K - $156K
4.68K $442K
SHYF
Shyft Group, Inc.

Industrials
17.1K
New
$7.13 - $12.64 $122K - $217K
17.1K $214K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
8.09K
New
$25.69 - $26.9 $208K - $218K
8.09K $214K
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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