Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
OC
Owens Corning

Industrials
265
+ 2.6%
$126.32 - $147.75 $33.5K - $39.2K
10.5K $1.44M
IYK
Ishares U.S. Consumer Staples

ETFs
119
+ 0.5%
$67.29 - $72.42 $8.01K - $8.62K
23.9K $1.68M
NHI
National Health Investors Inc

Real Estate
177
+ 2.2%
$68.74 - $76.77 $12.2K - $13.6K
8.22K $576K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
87
+ 0.41%
$11.46 - $12.75 $997 - $1.11K
21.2K $249K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
8
+ 0.03%
$9.14 - $9.99 $73.1 - $79.9
26.9K $254K
KRO
Kronos Worldwide Inc

Basic Materials
4.86K
+ 13.05%
$6.0 - $7.75 $29.1K - $37.6K
42.1K $260K
ATUS
Altice Usa, Inc.

Communication Services
65
+ 0.18%
$1.99 - $2.83 $129 - $184
35.7K $76K
PJP
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.07%
$74.59 - $84.45 $149 - $169
2.76K $220K
LCID
Lucid Group, Inc.

Consumer Cyclical
15.5K
+ 9.32%
$2.1 - $2.96 $32.5K - $45.7K
181K $382K
EBC
Eastern Bankshares, Inc.

Financial Services
14K
+ 6.8%
$14.18 - $16.5 $198K - $231K
219K $3.35M
KODK
Eastman Kodak CO

Industrials
1.73K
+ 3.43%
$5.3 - $6.7 $9.15K - $11.6K
52.1K $294K
COLD
Americold Realty Trust

Real Estate
12K
+ 25.78%
$16.31 - $21.47 $196K - $258K
58.6K $974K
BORR
Borr Drilling LTD

Energy
26.5K
+ 13.06%
$1.61 - $2.29 $42.7K - $60.8K
230K $420K
PEY
Invesco Exchange Traded Fd Tr

ETFs
244
+ 0.87%
$18.68 - $21.54 $4.56K - $5.26K
28.2K $574K
DVAX
Dynavax Technologies Corp

Healthcare
24.6K
+ 27.74%
$9.4 - $12.87 $231K - $316K
113K $1.12M
BSM
Black Stone Minerals, L.P.

Energy
270
+ 2.01%
$12.78 - $15.36 $3.45K - $4.15K
13.7K $178K
CURV
Torrid Holdings Inc.

Consumer Cyclical
11.6K
+ 45.38%
$2.95 - $6.46 $34.3K - $75.2K
37.3K $110K
MYGN
Myriad Genetics Inc

Healthcare
9.8K
+ 40.65%
$3.84 - $8.84 $37.6K - $86.7K
33.9K $180K
CWT
California Water Service Group

Utilities
253
+ 1.68%
$44.67 - $51.36 $11.3K - $13K
15.3K $695K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
11K
+ 10.33%
$3.95 - $5.16 $43.5K - $56.9K
118K $549K
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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