Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSTL
Castle Biosciences Inc

Healthcare
11
+ 0.1%
$15.8 - $21.98 $174 - $242
11.1K $226K
POR
Portland General Electric CO

Utilities
3.13K
+ 10.08%
$39.96 - $44.75 $125K - $140K
34.2K $1.39M
ZIP
Ziprecruiter, Inc.

Industrials
5.07K
+ 20.47%
$4.36 - $6.45 $22.1K - $32.7K
29.8K $149K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.34K
+ 3.57%
$11.34 - $12.35 $15.2K - $16.6K
38.9K $463K
CACI
Caci International Inc

Technology
6
+ 0.23%
N/A
2.66K $1.14M
HESM
Hess Midstream LP

Energy
826
+ 10.63%
$35.23 - $42.89 $29.1K - $35.4K
8.6K $331K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
11
+ 0.07%
$8.45 - $9.78 $92.9 - $108
16K $156K
GSM
Ferroglobe PLC

Basic Materials
1.08K
+ 10.27%
$3.07 - $4.18 $3.32K - $4.52K
11.6K $42K
TRVI
Trevi Therapeutics, Inc.

Healthcare
3.02K
+ 17.5%
$5.28 - $7.06 $15.9K - $21.3K
20.2K $110K
CGTX
Cognition Therapeutics Inc

Healthcare
12K
+ 119.95%
$0.24 - $0.45 $2.88K - $5.4K
22K $6K
DEI
Douglas Emmett Inc

Real Estate
1.32K
+ 6.68%
$13.09 - $16.29 $17.2K - $21.5K
21K $316K
TPIC
Tpi Composites, Inc

Industrials
504
+ 5.02%
$0.68 - $1.36 $343 - $685
10.5K $9K
ARBK
Argo Blockchain PLC

Financial Services
10.2K
New
$0.19 - $0.46 $1.93K - $4.68K
10.2K $1K
CQP
Cheniere Energy Partners, L.P.

Energy
826
+ 18.36%
$54.61 - $68.04 $45.1K - $56.2K
5.33K $298K
ALT
Altimmune, Inc.

Healthcare
9.56K
+ 30.24%
$3.5 - $7.71 $33.5K - $73.7K
41.2K $159K
FSTA
Fidelity Covington Tr Msci Con

ETFs
16
+ 0.23%
$47.94 - $52.5 $767 - $840
6.89K $352K
Encore Energy Corp
9.61K
+ 66.06%
N/A
24.2K $0
ALCC
Alt C Acquisition Corp.

Financial Services
63K
+ 635.46%
N/A
72.9K $0
Outfront Media Inc
3.99K
+ 26.3%
N/A
19.2K $0
Arista Networks Inc
71.7K
+ 9.02%
N/A
866K $0
Soleno Therapeutics Inc
4.03K
New
N/A
4.03K $0
Ftai Aviation LTD
7.31K
+ 23.06%
N/A
39K $0
Gsk PLC
7.09K
+ 2.46%
N/A
295K $0
Aegon LTD
55K
+ 15.9%
N/A
401K $0
Abrdn Asia Pacific Income Fu
1.36K
+ 6.89%
N/A
21.2K $0
Core Laboratories Inc
25K
+ 79.3%
N/A
56.5K $0
Barrick Mng Corp
150K
New
N/A
150K $0
Safehold Inc
14.9K
New
N/A
14.9K $0
Talen Energy Corp
1.6K
New
N/A
1.6K $0
Intuitive Machines Inc
6.89K
+ 29.28%
N/A
30.4K $0
ACWF
Ishares Msci Global Multifacto

ETFs
150
+ 0.64%
N/A
23.5K $0
Atlassian Corporation
29.8K
+ 218.69%
N/A
43.4K $0
Liberty Media Corp Del
13.8K
+ 73.86%
N/A
32.4K $0
Atlanta Braves Hldgs Inc
13.9K
+ 34.32%
N/A
54.5K $0
Avadel Pharmaceuticals PLC
1.76K
+ 9.98%
N/A
19.4K $0
Digitalbridge Group Inc
28K
+ 25.15%
N/A
139K $0
Anaptysbio Inc
3.57K
+ 26.88%
N/A
16.9K $0
Flutter Entmt PLC
1.04K
New
N/A
1.04K $0
Zymeworks Inc
13.6K
+ 114.76%
N/A
25.4K $0
Ferguson Enterprises Inc
11.5K
+ 93.81%
N/A
23.8K $0
STEL
Stellar Bancorp Inc
25.6K
+ 201.2%
N/A
38.3K $0
Sitio Royalties Corp
5.54K
+ 12.26%
N/A
50.7K $0
Coherent Corp
104K
+ 703.87%
N/A
118K $0
Canadian Pacific Kansas City
4.9K
+ 2.52%
N/A
199K $0
America Movil Sab De Cv
18.1K
+ 15.57%
N/A
134K $0
Noble Corp PLC
58.5K
+ 81.76%
N/A
130K $0
Annaly Capital Management In
7.1K
+ 14.06%
N/A
57.6K $0
Qiagen Nv
37.5K
+ 201.32%
N/A
56.1K $0
Bunge Global Sa
1.78K
+ 18.5%
N/A
11.4K $0
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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