Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LYTS
Lsi Industries Inc

Technology
1.41K
+ 10.61%
$17.36 - $23.83 $24.5K - $33.6K
14.7K $344K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
806
+ 17.24%
$92.99 - $105.19 $74.9K - $84.8K
5.48K $560K
MDXG
Mimedx Group, Inc.

Healthcare
16.8K
New
$6.1 - $7.31 $102K - $123K
16.8K $117K
TMCI
Treace Medical Concepts, Inc.

Healthcare
13.3K
+ 40.54%
$5.34 - $7.7 $71K - $102K
46.1K $309K
IAS
Integral Ad Science Holding Corp.

Communication Services
8.81K
+ 59.92%
$7.84 - $10.22 $69.1K - $90K
23.5K $239K
PTLO
Portillo'S Inc.

Consumer Cyclical
18.3K
New
$6.06 - $12.32 $111K - $225K
18.3K $117K
WLFC
Willis Lease Finance Corp

Industrials
920
+ 59.01%
$133.6 - $169.32 $123K - $156K
2.48K $339K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
8.07K
+ 61.23%
$12.52 - $13.45 $101K - $108K
21.2K $284K
UIHC
United Insurance Holdings Corp.

Financial Services
15.5K
New
N/A
15.5K $116K
CGUS
Capital Group Core Equity ETF
1.27K
+ 5.04%
$36.89 - $39.72 $46.8K - $50.4K
26.5K $1.05M
PAC
Pacific Airport Group

Industrials
414
+ 17.67%
$218.82 - $256.99 $90.6K - $106K
2.76K $653K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
6.92K
+ 37.76%
$12.48 - $14.83 $86.3K - $103K
25.2K $346K
NTGR
Netgear, Inc.

Technology
1.22K
+ 5.35%
$22.5 - $32.39 $27.4K - $39.5K
24K $777K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
814
+ 2.15%
$32.11 - $34.92 $26.1K - $28.4K
38.7K $1.35M
EXPI
Exp World Holdings, Inc.

Real Estate
10.8K
New
$9.32 - $11.59 $101K - $125K
10.8K $115K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
1.46K
+ 32.41%
$63.74 - $68.36 $92.8K - $99.5K
5.95K $403K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
13.8K
+ 110.58%
$7.98 - $8.29 $110K - $114K
26.3K $215K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
322
+ 16.8%
$239.62 - $294.04 $77.2K - $94.7K
2.24K $590K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
881
+ 10.65%
$32.78 - $42.61 $28.9K - $37.5K
9.15K $384K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.07K
+ 4.03%
$41.8 - $43.15 $86.5K - $89.3K
53.5K $2.29M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
1.67K
+ 6.24%
$13.87 - $19.14 $23.1K - $31.9K
28.4K $461K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
1.5K
+ 30.43%
N/A
6.45K $482K
SHLS
Shoals Technologies Group, Inc.

Technology
15.3K
New
$4.46 - $7.7 $68.3K - $118K
15.3K $113K
RNG
Ring Central, Inc.

Technology
4.01K
+ 41.49%
$23.62 - $32.44 $94.8K - $130K
13.7K $387K
MFIN
Medallion Financial Corp

Financial Services
11.3K
New
$9.29 - $10.79 $105K - $121K
11.3K $112K
SMBK
Smartfinancial Inc.

Financial Services
1.92K
+ 8.77%
$32.94 - $37.83 $63.2K - $72.6K
23.8K $851K
UBSI
United Bankshares Inc

Financial Services
1.91K
+ 3.65%
$35.03 - $38.73 $66.9K - $73.9K
54.3K $2.02M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
4.19K
+ 28.57%
$53.89 - $68.51 $226K - $287K
18.8K $1.03M
ABC
Amerisourcebergen Corp

Healthcare
596
+ 0.88%
N/A
68.7K $12.7M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
505
+ 0.12%
$22.9 - $23.58 $11.6K - $11.9K
430K $10.1M
VIR
Vir Biotechnology, Inc.

Healthcare
14.9K
+ 39.51%
$4.28 - $5.93 $63.8K - $88.5K
52.7K $300K
ASTE
Astec Industries Inc

Industrials
852
+ 8.03%
$37.91 - $48.58 $32.3K - $41.4K
11.5K $551K
BITO
Proshares Tr Bitcoin Strategy

ETFs
10.1K
+ 20.58%
$18.74 - $23.05 $189K - $233K
59.2K $1.16M
HTGC
Hercules Capital, Inc.

Financial Services
4.52K
+ 12.51%
$18.34 - $19.53 $82.8K - $88.2K
40.6K $768K
CATY
Cathay General Bancorp

Financial Services
1.49K
+ 10.16%
$44.78 - $50.42 $66.6K - $75K
16.1K $774K
MBWM
Mercantile Bank Corp

Financial Services
3.07K
+ 14.62%
$44.05 - $49.92 $135K - $153K
24K $1.08M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
4.97K
+ 24.02%
$7.47 - $13.14 $37.1K - $65.3K
25.7K $283K
NYF
Ishares New York Muni Bond ETF

ETFs
488
+ 0.72%
$51.6 - $53.44 $25.2K - $26.1K
68.7K $3.67M
SPT
Sprout Social, Inc.

Technology
15.5K
+ 131.71%
$12.92 - $21.2 $200K - $328K
27.3K $352K
IAG
Iamgold Corp

Basic Materials
2.45K
+ 18.11%
$6.74 - $12.93 $16.5K - $31.7K
16K $206K
DC
Dakota Gold Corp.

Basic Materials
23.6K
New
$3.6 - $4.94 $85.1K - $117K
23.6K $107K
RNST
Renasant Corp

Financial Services
598
+ 0.69%
$35.52 - $39.77 $21.2K - $23.8K
87.4K $3.22M
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
36.2K
New
$2.93 - $3.01 $106K - $109K
36.2K $106K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.34K
+ 32.51%
$64.75 - $69.05 $86.6K - $92.3K
5.45K $375K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2.36K
+ 5.07%
$86.67 - $100.17 $205K - $237K
48.9K $4.42M
UDMY
Udemy, Inc.

Consumer Defensive
15.1K
New
$6.54 - $7.61 $98.8K - $115K
15.1K $105K
SVM
Silvercorp Metals Inc

Basic Materials
5.83K
+ 18.09%
$4.3 - $6.32 $25.1K - $36.8K
38.1K $240K
CARS
Cars.Com Inc.

Consumer Cyclical
7.94K
+ 40.09%
$11.77 - $13.79 $93.5K - $110K
27.7K $339K
BCH
Bank Of Chile

Financial Services
3.55K
+ 21.48%
$27.32 - $30.97 $96.9K - $110K
20.1K $607K
Activity Summary
Buys All Purchases 2922 New Holdings 336 Increased Positions 2586 Sells All Sells 798 Reductions 798 Sold out 0 Options Calls 29 Puts 31
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