Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JUPW
Jupiter Wellness, Inc.

Healthcare
3.04K
+ 4.68%
N/A
68.1K $198K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
2K
+ 14.36%
$3.84 - $4.48 $7.68K - $8.96K
15.9K $69K
NAK
Northern Dynasty Minerals LTD

Basic Materials
2.51K
+ 9.89%
$0.8 - $1.55 $2.01K - $3.89K
27.9K $37K
MLKN
Millerknoll, Inc.

Consumer Cyclical
227
+ 1.94%
$15.47 - $19.82 $3.51K - $4.5K
11.9K $231K
CNO
Cno Financial Group, Inc.

Financial Services
823
+ 10.36%
$36.12 - $42.37 $29.7K - $34.9K
8.77K $338K
CAPR
Capricor Therapeutics, Inc.

Healthcare
271
+ 2.04%
$6.34 - $14.23 $1.72K - $3.86K
13.6K $134K
AINV
Apollo Investment Corp

Financial Services
773
+ 5.62%
N/A
14.5K $161K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
12
+ 0.02%
$9.13 - $10.58 $110 - $127
60.1K $634K
IRBO
Ishares Robotics & Artificial

ETFs
209
+ 0.31%
N/A
67.9K $2.18M
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
1.49K
+ 11.82%
$0.39 - $1.13 $579 - $1.68K
14K $12K
SBSI
Southside Bancshares Inc

Financial Services
82
+ 0.77%
$26.49 - $29.9 $2.17K - $2.45K
10.7K $314K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
94
+ 1.21%
$72.12 - $76.23 $6.78K - $7.17K
7.85K $596K
KIO
Kkr Income Opportunities Fund

Financial Services
296
+ 2.56%
$10.99 - $12.56 $3.25K - $3.72K
11.9K $148K
NNDM
Nano Dimension Ltd.

Technology
2.58K
+ 7.22%
$1.38 - $1.65 $3.57K - $4.26K
38.4K $62K
MHK
Mohawk Industries Inc

Consumer Cyclical
346
+ 10.22%
$97.99 - $117.15 $33.9K - $40.5K
3.73K $391K
VFF
Village Farms International, Inc.

Consumer Defensive
220
+ 2.18%
$0.48 - $1.26 $106 - $277
10.3K $11K
QUAD
Quad/Graphics, Inc.

Industrials
566
+ 4.87%
$4.75 - $6.01 $2.69K - $3.4K
12.2K $68K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
52
+ 0.21%
$5.32 - $6.56 $277 - $341
24.6K $154K
CSTL
Castle Biosciences Inc

Healthcare
11
+ 0.1%
$15.8 - $21.98 $174 - $242
11.1K $226K
POR
Portland General Electric CO

Utilities
3.13K
+ 10.08%
$39.96 - $44.75 $125K - $140K
34.2K $1.39M
ZIP
Ziprecruiter, Inc.

Industrials
5.07K
+ 20.47%
$4.36 - $6.45 $22.1K - $32.7K
29.8K $149K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.34K
+ 3.57%
$11.34 - $12.35 $15.2K - $16.6K
38.9K $463K
CACI
Caci International Inc

Technology
6
+ 0.23%
N/A
2.66K $1.14M
HESM
Hess Midstream LP

Energy
826
+ 10.63%
$35.23 - $42.89 $29.1K - $35.4K
8.6K $331K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
11
+ 0.07%
$8.45 - $9.78 $92.9 - $108
16K $156K
GSM
Ferroglobe PLC

Basic Materials
1.08K
+ 10.27%
$3.07 - $4.18 $3.32K - $4.52K
11.6K $42K
TRVI
Trevi Therapeutics, Inc.

Healthcare
3.02K
+ 17.5%
$5.28 - $7.06 $15.9K - $21.3K
20.2K $110K
CGTX
Cognition Therapeutics Inc

Healthcare
12K
+ 119.95%
$0.24 - $0.45 $2.88K - $5.4K
22K $6K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
6.11K
+ 24.09%
$90.21 - $112.66 $551K - $688K
31.4K $2.87M
DEI
Douglas Emmett Inc

Real Estate
1.32K
+ 6.68%
$13.09 - $16.29 $17.2K - $21.5K
21K $316K
TPIC
Tpi Composites, Inc

Industrials
504
+ 5.02%
$0.68 - $1.36 $343 - $685
10.5K $9K
CQP
Cheniere Energy Partners, L.P.

Energy
826
+ 18.36%
$54.61 - $68.04 $45.1K - $56.2K
5.33K $298K
ALT
Altimmune, Inc.

Healthcare
9.56K
+ 30.24%
$3.5 - $7.71 $33.5K - $73.7K
41.2K $159K
FSTA
Fidelity Covington Tr Msci Con

ETFs
16
+ 0.23%
$47.94 - $52.5 $767 - $840
6.89K $352K
Encore Energy Corp
9.61K
+ 66.06%
N/A
24.2K $0
ALCC
Alt C Acquisition Corp.

Financial Services
63K
+ 635.46%
N/A
72.9K $0
Outfront Media Inc
3.99K
+ 26.3%
N/A
19.2K $0
Arista Networks Inc
71.7K
+ 9.02%
N/A
866K $0
Ftai Aviation LTD
7.31K
+ 23.06%
N/A
39K $0
Gsk PLC
7.09K
+ 2.46%
N/A
295K $0
Aegon LTD
55K
+ 15.9%
N/A
401K $0
Abrdn Asia Pacific Income Fu
1.36K
+ 6.89%
N/A
21.2K $0
Core Laboratories Inc
25K
+ 79.3%
N/A
56.5K $0
Intuitive Machines Inc
6.89K
+ 29.28%
N/A
30.4K $0
ACWF
Ishares Msci Global Multifacto

ETFs
150
+ 0.64%
N/A
23.5K $0
Atlassian Corporation
29.8K
+ 218.69%
N/A
43.4K $0
Liberty Media Corp Del
13.8K
+ 73.86%
N/A
32.4K $0
Atlanta Braves Hldgs Inc
13.9K
+ 34.32%
N/A
54.5K $0
Avadel Pharmaceuticals PLC
1.76K
+ 9.98%
N/A
19.4K $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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