Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSJ
Invesco Exchange Traded Fd Tr

ETFs
7.17K
New
N/A
7.17K $0
South Bow Corp
242
+ 0.87%
N/A
28.2K $0
Acuren Corp
55K
New
N/A
55K $0
Masterbrand Inc
25.7K
+ 71.54%
N/A
61.6K $0
Ishares Ethereum Tr
35.8K
+ 66.77%
N/A
89.3K $0
Ni Hldgs Inc
68
+ 0.49%
N/A
13.9K $0
Ishares Tr
5.98K
New
N/A
5.98K $0
Monogram Technologies Inc
12.8K
New
N/A
12.8K $0
Savers Value Vlg Inc
15.7K
New
N/A
15.7K $0
Amer Sports Inc
4.15K
+ 5.55%
N/A
78.9K $0
Paramount Skydance Corp
115K
New
N/A
115K $0
Smurfit Westrock PLC
338
+ 5.01%
N/A
7.08K $0
Viper Energy Inc
36.7K
New
N/A
36.7K $0
Zymeworks Inc
1.93K
+ 7.58%
N/A
27.3K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
15.6K
+ 20.11%
N/A
92.9K $0
VUSB
Vanguard Bd Index Fds
4.3K
+ 5.88%
N/A
77.3K $0
Natwest Group PLC
18K
+ 8.13%
N/A
239K $0
Orchestra Biomed Hldgs Inc
2.1K
+ 14.01%
N/A
17.1K $0
Tidal Trust Ii
1.42K
+ 12.88%
N/A
12.4K $0
Fidelity Covington Trust
655
+ 3.72%
N/A
18.2K $0
Veralto Corp
22.7K
+ 59.3%
N/A
61K $0
FSCO
Fs Cr Opportunities Corp Com
12.6K
+ 11.28%
N/A
124K $0
Atlanta Braves Hldgs Inc
13.6K
+ 24.95%
N/A
68.2K $0
Fidelity Wise Origin Bitcoin
20.1K
+ 16.24%
N/A
144K $0
Kestrel Group LTD
496
+ 4.84%
N/A
10.7K $0
Wisdomtree Tr
5.24K
New
N/A
5.24K $0
Dimensional ETF Trust
29.4K
+ 43.5%
N/A
97.1K $0
Diebold Nixdorf Inc
4.05K
New
N/A
4.05K $0
Birkenstock Holding PLC
1.3K
+ 17.29%
N/A
8.84K $0
Fs Bancorp Inc
149
+ 1.35%
N/A
11.2K $0
Priority Technology Hldgs In
8.36K
+ 48.41%
N/A
25.6K $0
Spinnaker ETF Series
6.24K
+ 63.33%
N/A
16.1K $0
Callan Jmb Inc
50K
+ 41.66%
N/A
170K $0
Ramaco Res Inc
11.4K
New
N/A
11.4K $0
Neos ETF Trust
18.7K
New
N/A
18.7K $0
Fidelity Covington Trust
17.7K
+ 100.05%
N/A
35.4K $0
Proshares Tr
53.8K
+ 53.04%
N/A
155K $0
Cohen & Steers Infrastructur
48.1K
New
N/A
48.1K $0
Liberty Global LTD
6.51K
+ 11.42%
N/A
63.6K $0
Klaviyo Inc
235
+ 1.28%
N/A
18.5K $0
Hut 8 Corp
15.1K
New
N/A
15.1K $0
J P Morgan Exchange Traded F
7.99K
New
N/A
7.99K $0
Outfront Media Inc
1.03K
+ 5.38%
N/A
20.2K $0
Innovex International Inc
2.1K
+ 11.16%
N/A
20.9K $0
XC
Wisdomtree Tr Emerging Mkts Ex
484
+ 1.87%
N/A
26.4K $0
AVGE
American Centy ETF Tr Avantis
993
+ 12.05%
N/A
9.23K $0
Nextracker Inc
14.5K
+ 16.51%
N/A
102K $0
Anglogold Ashanti PLC
1.98K
+ 12.31%
N/A
18K $0
Uniti Group LLC
15.9K
New
N/A
15.9K $0
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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