Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RBBN
Ribbon Communications Inc.

Communication Services
9.68K
+ 64.81%
$3.05 - $4.05 $29.5K - $39.2K
24.6K $98K
AEYE
Audioeye Inc

Technology
113
+ 0.16%
$9.95 - $14.05 $1.12K - $1.59K
69.7K $812K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
847
+ 5.48%
$40.64 - $47.27 $34.4K - $40K
16.3K $758K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
242
+ 1.89%
$17.11 - $21.71 $4.14K - $5.25K
13K $282K
IAK
Ishares Tr

ETFs
342
+ 21.5%
$122.44 - $138.47 $41.9K - $47.4K
1.93K $259K
AIRS
Airsculpt Technologies, Inc.

Healthcare
3.22K
+ 32.24%
$1.59 - $5.25 $5.13K - $16.9K
13.2K $63K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
1.44K
+ 4.4%
$14.99 - $18.47 $21.6K - $26.7K
34.2K $601K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
3.59K
+ 21.01%
$7.2 - $8.64 $25.9K - $31.1K
20.7K $175K
HE
Hawaiian Electric Industries Inc

Utilities
4.43K
+ 14.36%
$9.36 - $10.96 $41.5K - $48.6K
35.3K $375K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
66
+ 0.74%
$75.06 - $87.96 $4.95K - $5.81K
8.98K $789K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
15
+ 0.7%
$106.81 - $136.49 $1.6K - $2.05K
2.17K $296K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
65
+ 0.89%
$56.27 - $73.32 $3.66K - $4.77K
7.33K $533K
WMK
Weis Markets Inc

Consumer Defensive
859
+ 14.81%
$71.84 - $88.84 $61.7K - $76.3K
6.66K $482K
MIST
Milestone Pharmaceuticals Inc.

Healthcare
10K
+ 74.57%
$0.65 - $1.96 $6.5K - $19.6K
23.4K $45K
RPV
Invesco Exchange Traded Fd Tr

ETFs
212
+ 2.07%
$81.66 - $93.76 $17.3K - $19.9K
10.4K $978K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
10
+ 0.1%
$79.85 - $95.57 $799 - $956
9.99K $953K
MCHI
Ishares Msci China ETF

ETFs
547
+ 7.67%
$45.22 - $55.86 $24.7K - $30.6K
7.68K $423K
ABEO
Abeona Therapeutics Inc.

Healthcare
4.31K
+ 43.03%
$4.18 - $7.0 $18K - $30.1K
14.3K $81K
AVRE
American Centy ETF Tr Avantis
48
+ 0.18%
$38.75 - $44.92 $1.86K - $2.16K
27.3K $1.2M
STAA
Staar Surgical CO

Healthcare
2.61K
+ 19.91%
$15.09 - $20.27 $39.3K - $52.8K
15.7K $263K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
78
+ 1.16%
$38.59 - $47.36 $3.01K - $3.69K
6.81K $322K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
580
+ 0.46%
$20.04 - $20.55 $11.6K - $11.9K
126K $2.58M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
731
+ 15.0%
$38.92 - $46.4 $28.5K - $33.9K
5.6K $247K
RZV
Invesco Fd Tr

ETFs
70
+ 1.64%
$83.11 - $104.98 $5.82K - $7.35K
4.34K $454K
IAT
Ishares Tr

ETFs
45
+ 0.44%
$39.71 - $49.55 $1.79K - $2.23K
10.3K $510K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
1.24K
+ 5.64%
N/A
23.2K $590K
UTHR
United Therapeutics Corp

Healthcare
392
+ 10.11%
$276.47 - $328.4 $108K - $129K
4.27K $1.23M
FAF
First American Financial Corp

Financial Services
1.06K
+ 13.41%
$54.11 - $67.0 $57.3K - $71K
8.96K $549K
LAB
Standard Biotools Inc.

Healthcare
22.1K
+ 56.59%
$0.92 - $1.27 $20.3K - $28K
61.1K $73K
BRX
Brixmor Property Group Inc.

Real Estate
1.35K
+ 8.24%
N/A
17.7K $402K
DDM
Proshares Ultra Dow30

ETFs
11
+ 0.24%
$73.05 - $98.03 $804 - $1.08K
4.6K $450K
WETF
Wisdom Tree Investments, Inc.

Financial Services
5.31K
+ 4.69%
N/A
119K $647K
PFM
Invesco Exchange Traded Fd Tr

ETFs
159
+ 1.72%
$41.05 - $48.17 $6.53K - $7.66K
9.4K $452K
COTY
Coty Inc.

Consumer Defensive
23.1K
+ 23.81%
$4.57 - $5.65 $105K - $130K
120K $557K
JMIA
Jumia Technologies Ag

Consumer Cyclical
1.09K
+ 8.78%
$1.73 - $4.02 $1.88K - $4.37K
13.5K $54K
BITF
Bitfarms LTD

Financial Services
30K
+ 53.98%
$0.68 - $1.16 $20.4K - $34.8K
85.6K $71K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.28K
+ 1.47%
$22.81 - $22.97 $29.1K - $29.3K
88.3K $2.02M
TSBK
Timberland Bancorp Inc

Financial Services
100
+ 0.42%
$28.33 - $32.23 $2.83K - $3.22K
24K $749K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
130
+ 1.51%
$51.81 - $61.79 $6.74K - $8.03K
8.76K $541K
DRIV
Global X Fds Global X Autonomo

ETFs
17
+ 0.14%
$17.75 - $23.51 $302 - $400
12.4K $287K
RRC
Range Resources Corp

Energy
86
+ 0.29%
$32.1 - $43.23 $2.76K - $3.72K
29.8K $1.21M
WES
Western Midstream Partners, LP

Energy
999
+ 16.99%
$34.99 - $41.61 $35K - $41.6K
6.88K $266K
IGE
Ishares Tr North Amern Nat Res

ETFs
773
+ 11.42%
$38.21 - $46.01 $29.5K - $35.6K
7.54K $333K
ARBE
Arbe Robotics Ltd.

Technology
2.17K
+ 7.17%
$0.94 - $1.93 $2.04K - $4.2K
32.5K $57K
PWV
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.05%
$52.26 - $62.14 $261 - $311
9.77K $606K
JOE
St Joe CO

Real Estate
391
+ 4.12%
$40.82 - $49.27 $16K - $19.3K
9.87K $470K
TDS
Telephone & Data Systems Inc

Communication Services
2.04K
+ 13.57%
$31.74 - $39.52 $64.9K - $80.8K
17.1K $608K
JMEE
J P Morgan Exchange Traded Fd

ETFs
54
+ 0.78%
$49.07 - $59.23 $2.65K - $3.2K
6.94K $410K
EBS
Emergent Bio Solutions Inc.

Healthcare
556
+ 3.84%
$4.26 - $6.94 $2.37K - $3.86K
15K $95K
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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