Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
2.17K
+ 22.52%
N/A
11.8K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
1.03K
+ 11.92%
N/A
9.63K $0
Oaktree Specialty Lending CO
996
+ 1.91%
N/A
53.1K $0
FAN
First Tr Exchange Traded Fd Ii
2
+ 0.02%
N/A
12.5K $0
Bgc Group Inc
9.23K
+ 49.31%
N/A
27.9K $0
Mesoblast LTD
13K
New
N/A
13K $0
Jbs N.V.
73.8K
New
N/A
73.8K $0
Proshares Tr
101K
New
N/A
101K $0
Niocorp Devs LTD
24.4K
New
N/A
24.4K $0
Proshares Tr Ii
15K
+ 165.25%
N/A
24.1K $0
SWIM
Latham Group, Inc.

Industrials
63
+ 0.46%
$4.72 - $6.76 $297 - $426
13.8K $87K
PAYX
Paychex Inc

Industrials
7.51K
+ 6.05%
$137.01 - $159.78 $1.03M - $1.2M
132K $19.2M
GLDG
Gold Mining Inc.

Basic Materials
5.7K
+ 12.75%
$0.72 - $0.86 $4.1K - $4.9K
50.4K $36K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
868
+ 5.65%
$107.83 - $119.94 $93.6K - $104K
16.2K $1.75M
BMEA
Biomea Fusion, Inc.

Healthcare
684
+ 5.5%
$1.37 - $2.9 $937 - $1.98K
13.1K $23K
APLE
Apple Hospitality Reit, Inc.

Real Estate
2.17K
+ 9.2%
$10.66 - $12.92 $23.2K - $28.1K
25.8K $301K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
609
+ 4.85%
$11.76 - $13.64 $7.16K - $8.31K
13.2K $167K
CB
Chubb LTD

Financial Services
6.07K
+ 4.22%
$274.32 - $302.46 $1.66M - $1.83M
150K $43.4M
OMCL
Omnicell, Inc

Healthcare
1.35K
+ 16.75%
$24.63 - $35.46 $33.2K - $47.8K
9.39K $276K
BAK
Braskem Sa

Basic Materials
2.06K
+ 9.77%
$2.91 - $4.09 $6K - $8.43K
23.2K $76K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
103
+ 0.41%
$2.06 - $3.0 $212 - $309
25.1K $60K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
10
+ 0.12%
$50.46 - $58.08 $505 - $581
8.39K $481K
ALE
Allete Inc

Utilities
416
+ 2.04%
$63.53 - $65.71 $26.4K - $27.3K
20.8K $1.33M
EZPW
Ezcorp Inc

Financial Services
212
+ 2.08%
$12.97 - $16.38 $2.75K - $3.47K
10.4K $144K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
962
+ 1.63%
$5.64 - $6.2 $5.43K - $5.96K
59.9K $354K
NMFC
New Mountain Finance Corp

Financial Services
22
+ 0.16%
$9.11 - $11.09 $200 - $244
13.7K $144K
RPAY
Repay Holdings Corp

Technology
7.38K
+ 12.96%
$3.71 - $5.77 $27.4K - $42.6K
64.3K $310K
IBRX
Immunity Bio, Inc.

Healthcare
5.23K
+ 9.21%
$1.89 - $3.44 $9.89K - $18K
62K $163K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
25
+ 0.11%
$9.61 - $10.53 $240 - $263
23.1K $232K
BFLY
Butterfly Network, Inc.

Healthcare
190
+ 0.74%
$1.96 - $2.63 $372 - $500
25.8K $51K
RYN
Rayonier Inc

Real Estate
5.4K
+ 24.05%
$22.12 - $28.02 $119K - $151K
27.8K $617K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
1.48K
+ 8.16%
$12.59 - $16.6 $18.6K - $24.5K
19.6K $274K
BBDC
Barings Bdc, Inc.

Financial Services
260
+ 0.94%
$7.89 - $9.51 $2.05K - $2.47K
27.9K $255K
GLP
Global Partners LP

Energy
25
+ 0.17%
$44.91 - $56.21 $1.12K - $1.41K
15K $791K
NEO
Neogenomics Inc

Healthcare
2.84K
+ 20.44%
$6.4 - $10.27 $18.2K - $29.2K
16.7K $122K
NJR
New Jersey Resources Corp

Utilities
2.01K
+ 8.52%
$44.23 - $49.97 $88.9K - $100K
25.6K $1.15M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
756
+ 7.35%
$28.81 - $34.65 $21.8K - $26.2K
11K $337K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
390
+ 3.83%
$13.77 - $16.67 $5.37K - $6.5K
10.6K $158K
XNCR
Xencor Inc

Healthcare
3.66K
+ 25.3%
$7.52 - $11.26 $27.5K - $41.2K
18.1K $142K
WVE
Wave Life Sciences Ltd.

Healthcare
861
+ 8.11%
$5.48 - $8.1 $4.72K - $6.97K
11.5K $74K
IYH
Ishares Tr

ETFs
3.57K
+ 7.41%
$53.97 - $60.17 $193K - $215K
51.8K $2.93M
SENS
Senseonics Holdings, Inc.

Healthcare
15.6K
+ 15.2%
$0.48 - $0.77 $7.51K - $12K
119K $56K
KTF
Dws Municipal Income Trust

Financial Services
253
+ 1.04%
$8.73 - $9.46 $2.21K - $2.39K
24.6K $217K
MLPX
Global X Mlp & Energy Infrastr

ETFs
43
+ 0.33%
$55.32 - $65.02 $2.38K - $2.8K
13.1K $820K
SEM
Select Medical Holdings Corp

Healthcare
458
+ 3.61%
$14.26 - $18.41 $6.53K - $8.43K
13.2K $199K
CC
Chemours CO

Basic Materials
5.54K
+ 15.02%
$9.4 - $13.06 $52.1K - $72.4K
42.4K $485K
REG
Regency Centers Corp

Real Estate
332
+ 2.26%
$65.48 - $74.74 $21.7K - $24.8K
15K $1.07M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
26
+ 0.27%
$18.94 - $22.97 $492 - $597
9.49K $202K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.49K
+ 7.95%
$100.44 - $129.37 $250K - $322K
33.8K $3.48M
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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