Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Tr
8
+ 0.04%
N/A
17.9K $0
Ishares Tr
2.8K
+ 24.54%
N/A
14.2K $0
Ishares Tr
10.5K
New
N/A
10.5K $0
Ishares Tr
1.14K
+ 10.01%
N/A
12.6K $0
Global X Fds
4.2K
New
N/A
4.2K $0
Fidelity Covington Trust
3.92K
+ 28.72%
N/A
17.6K $0
Fidelity Covington Trust
405
+ 0.96%
N/A
42.6K $0
Fidelity Covington Trust
483
+ 2.92%
N/A
17K $0
Fidelity Covington Trust
459
+ 2.66%
N/A
17.7K $0
Fidelity Covington Trust
5.27K
+ 44.35%
N/A
17.1K $0
Sp Funds Trust
15.2K
New
N/A
15.2K $0
Ark 21 Shares Bitcoin ETF
36.6K
+ 199.73%
N/A
54.9K $0
Fidelity Wise Origin Bitcoin
4.18K
+ 3.5%
N/A
124K $0
Bitwise Bitcoin ETF Tr
6.23K
+ 10.78%
N/A
64K $0
Core Scientific Inc New
9.2K
+ 32.08%
N/A
37.9K $0
Amplify ETF Tr
1
+ 0.02%
N/A
4.18K $0
Vanguard Calif Tax Free Fds
36.7K
+ 230.79%
N/A
52.6K $0
American Healthcare Reit Inc
1.63K
+ 4.54%
N/A
37.5K $0
Helix Acquisition Corp Ii
200K
New
N/A
200K $0
Tidal Tr Ii
30.7K
New
N/A
30.7K $0
Jpmorgan Chase Finl CO LLC
1.81K
+ 12.39%
N/A
16.4K $0
Tidal Tr Ii
10.7K
New
N/A
10.7K $0
Serve Robotics Inc
2.66K
+ 25.86%
N/A
12.9K $0
Ul Solutions Inc
2.86K
New
N/A
2.86K $0
Rubrik Inc.
236
+ 5.32%
N/A
4.67K $0
Mackenzie Rlty Cap Inc
4.25K
+ 21.13%
N/A
24.4K $0
Airjoule Technologies Corp
95.2K
New
N/A
95.2K $0
Ardent Health Inc
15.8K
New
N/A
15.8K $0
Ishares Ethereum Tr
8.34K
+ 18.45%
N/A
53.5K $0
Fidelity Ethereum Fd
11.8K
New
N/A
11.8K $0
Ishares Tr
15.7K
New
N/A
15.7K $0
Victory Portfolios Ii
8.42K
New
N/A
8.42K $0
Aim ETF Products Trust
8.03K
New
N/A
8.03K $0
Ishares Tr
21.8K
New
N/A
21.8K $0
Blaize Hldgs Inc
30.9K
+ 29.77%
N/A
135K $0
Aim ETF Products Trust
32.4K
New
N/A
32.4K $0
Spinnaker ETF Series
3.6K
+ 57.6%
N/A
9.85K $0
Microstrategy Inc
2.6K
New
N/A
2.6K $0
Blackrock ETF Trust Ii
110
+ 2.05%
N/A
5.48K $0
Vanguard Instl Index Fd
9.78K
+ 281.19%
N/A
13.3K $0
Newsmax Inc
38.6K
New
N/A
38.6K $0
Ea Series Trust
8.04K
New
N/A
8.04K $0
Circle Internet Group Inc
1.63K
New
N/A
1.63K $0
Airo Group Hldgs Inc
9K
New
N/A
9K $0
J P Morgan Exchange Traded F
17K
New
N/A
17K $0
Kestrel Group LTD
10.2K
New
N/A
10.2K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
22.7K
+ 23.77%
N/A
118K $0
Gran Tierra Energy Inc
24.5K
New
N/A
24.5K $0
Chimera Invt Corp
9.83K
+ 82.33%
N/A
21.8K $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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