Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
9.14K
+ 61.9%
$6.97 - $8.23 $63.7K - $75.2K
23.9K $193K
KOMP
Spdr S&P Kensho New Economies

ETFs
72
+ 0.85%
$40.86 - $54.38 $2.94K - $3.92K
8.49K $461K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
539
+ 2.94%
$18.53 - $24.21 $9.99K - $13K
18.8K $456K
OCUL
Ocular Therapeutix, Inc

Healthcare
3.79K
+ 21.52%
$6.02 - $9.46 $22.8K - $35.9K
21.4K $198K
SMMT
Summit Therapeutics Inc.

Healthcare
1.34K
+ 6.66%
$16.64 - $36.7 $22.2K - $49K
21.4K $455K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
304
+ 1.62%
$66.87 - $79.47 $20.3K - $24.2K
19.1K $1.52M
HBI
Hanesbrands Inc.

Consumer Cyclical
31.1K
+ 50.66%
$4.32 - $5.95 $134K - $185K
92.5K $423K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.26K
+ 25.44%
$41.55 - $46.04 $52.3K - $57.9K
6.2K $285K
CNDT
Conduent Inc

Technology
28.4K
+ 23.59%
$1.97 - $2.81 $55.9K - $79.7K
149K $392K
PCOR
Procore Technologies, Inc.

Technology
610
+ 5.46%
$56.26 - $72.4 $34.3K - $44.2K
11.8K $805K
JNK
Spdr Bloomberg High Yield Bond

ETFs
629
+ 16.64%
$91.23 - $97.27 $57.4K - $61.2K
4.41K $428K
EBR
Brazilian Electric Power CO

Utilities
6.64K
+ 11.96%
$6.8 - $7.75 $45.2K - $51.5K
62.2K $461K
NAT
Nordic American Tankers LTD

Industrials
17K
+ 15.23%
N/A
129K $511K
UHT
Universal Health Realty Income Trust

Real Estate
1.9K
+ 21.11%
$36.71 - $41.51 $69.6K - $78.7K
10.9K $434K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
562
+ 13.95%
$65.41 - $79.66 $36.8K - $44.8K
4.59K $365K
DBA
Invesco Db Agriculture Fund

ETFs
2.6K
+ 28.25%
$25.27 - $27.68 $65.7K - $72K
11.8K $308K
SMPL
Simply Good Foods CO

Consumer Defensive
3.7K
+ 20.93%
$31.59 - $38.0 $117K - $140K
21.3K $674K
UPWK
Upwork, Inc

Industrials
4.23K
+ 16.91%
$11.8 - $17.5 $49.9K - $74K
29.2K $392K
VPN
Global X Fds Data Ctr Reits &

ETFs
4.12K
+ 13.32%
N/A
35.1K $558K
YORW
York Water CO

Utilities
3.42K
+ 25.22%
$31.6 - $36.28 $108K - $124K
17K $536K
IVZ
Invesco Ltd.

Financial Services
3.08K
+ 10.64%
$12.14 - $15.77 $37.4K - $48.6K
32K $504K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
87
+ 4.26%
$101.69 - $139.02 $8.85K - $12.1K
2.13K $295K
GPRE
Green Plains Inc.

Basic Materials
2.76K
+ 6.86%
$3.3 - $6.03 $9.1K - $16.6K
43K $259K
EPI
Wisdomtree Tr India Earnings F

ETFs
154
+ 1.02%
$41.3 - $47.52 $6.36K - $7.32K
15.2K $723K
BRC
Brady Corp

Industrials
1.3K
+ 14.03%
$64.32 - $76.24 $83.7K - $99.2K
10.6K $718K
FDIS
Fidelity Covington Tr Msci Con

ETFs
134
+ 2.56%
$75.33 - $94.56 $10.1K - $12.7K
5.36K $504K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
375
+ 8.45%
$42.19 - $56.47 $15.8K - $21.2K
4.81K $271K
JBT
John Bean Technologies Corp

Industrials
484
+ 4.13%
N/A
12.2K $1.53M
ISCV
Ishares Morningstar Small Cap

ETFs
842
+ 20.47%
$51.37 - $61.54 $43.3K - $51.8K
4.96K $304K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
835
+ 5.6%
$16.5 - $21.35 $13.8K - $17.8K
15.7K $336K
UPS
United Parcel Service Inc

Industrials
21.5K
+ 9.22%
$91.92 - $110.2 $1.97M - $2.37M
254K $25.7M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.9K
+ 19.13%
N/A
11.9K $373K
EQH
Equitable Holdings, Inc.

Financial Services
43
+ 0.3%
$43.98 - $56.1 $1.89K - $2.41K
14.3K $801K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
110
+ 0.42%
$42.54 - $50.99 $4.68K - $5.61K
26.2K $1.33M
SAND
Sandstorm Gold LTD

Basic Materials
1.65K
+ 6.85%
$6.82 - $9.53 $11.2K - $15.7K
25.7K $241K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
1.47K
+ 12.52%
$67.02 - $83.8 $98.5K - $123K
13.2K $1M
EVRI
Everi Holdings Inc.

Consumer Cyclical
1.4K
+ 2.05%
$13.27 - $14.24 $18.6K - $20K
70K $996K
ZG
Zillow Group, Inc.

Communication Services
685
+ 9.45%
$59.44 - $70.64 $40.7K - $48.4K
7.93K $543K
ABEV
Ambev S.A.

Consumer Defensive
20.3K
+ 19.28%
$2.15 - $2.55 $43.6K - $51.7K
125K $302K
TALK
Talkspace, Inc.

Healthcare
15.9K
+ 24.42%
$2.58 - $3.35 $41K - $53.2K
80.9K $224K
NUVB
Nuvation Bio Inc.

Healthcare
28.6K
+ 267.07%
$1.66 - $2.53 $47.5K - $72.3K
39.3K $76K
HTH
Hilltop Holdings Inc.

Financial Services
1.95K
+ 9.33%
$27.95 - $30.99 $54.5K - $60.4K
22.8K $693K
HTBI
Home Trust Bancshares, Inc.

Financial Services
1.72K
+ 12.34%
N/A
15.6K $531K
WRE
Washington Real Estate Investment Trust
3.31K
+ 29.85%
N/A
14.4K $254K
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
5.57K
+ 20.04%
$10.32 - $14.76 $57.5K - $82.3K
33.4K $377K
USM
United States Cellular Corp

Communication Services
1.42K
+ 21.7%
$58.33 - $69.71 $83.1K - $99.3K
7.99K $510K
SCHL
Scholastic Corp

Communication Services
387
+ 1.64%
$15.84 - $21.87 $6.13K - $8.46K
23.9K $501K
PBT
Permian Basin Royalty Trust

Energy
1.9K
+ 14.54%
$8.81 - $12.46 $16.8K - $23.7K
15K $186K
BHC
Bausch Health Companies Inc.

Healthcare
7.3K
+ 16.91%
$4.32 - $6.66 $31.6K - $48.6K
50.5K $336K
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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