Creative Planning New Holdings in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.16M
New
$39.97 - $48.7 $46.3M - $56.4M
1.16M $46.3M
ZECP
Zacks Tr Earnings Constant Por

ETFs
1.23M
New
$29.24 - $32.07 $36M - $39.4M
1.23M $37M
FTA
First Tr Large Cap Value

ETFs
94.9K
New
$74.42 - $80.34 $7.06M - $7.62M
94.9K $7.28M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
137K
New
$48.06 - $53.73 $6.57M - $7.35M
137K $6.67M
FXG
First Tr Exchange Traded First

ETFs
34.3K
New
$62.56 - $65.85 $2.14M - $2.26M
34.3K $2.24M
DEMZ
The Advisors Inner Circle Fd I

ETFs
56.2K
New
$33.5 - $37.49 $1.88M - $2.11M
56.2K $1.92M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
213K
New
$8.46 - $9.3 $1.8M - $1.98M
213K $1.8M
FTC
First Tr Lge Cap Growth

ETFs
8.49K
New
$127.87 - $148.89 $1.08M - $1.26M
8.49K $1.11M
PBE
Invesco Exchange Traded Fd Tr

ETFs
17.4K
New
$63.44 - $70.44 $1.1M - $1.23M
17.4K $1.1M
THRM
Gentherm Inc

Consumer Cyclical
32K
New
$26.74 - $40.76 $856K - $1.3M
32K $855K
GIC
Global Industrial CO

Industrials
31.9K
New
$22.1 - $25.66 $705K - $818K
31.9K $714K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
28.2K
New
$21.95 - $24.74 $618K - $697K
28.2K $681K
CAL
Caleres Inc

Consumer Cyclical
39.3K
New
$15.27 - $22.49 $600K - $884K
39.3K $677K
VRNT
Verint Systems Inc

Technology
20.5K
New
N/A
20.5K $668K
NHI
National Health Investors Inc

Real Estate
8.04K
New
$65.79 - $76.06 $529K - $612K
8.04K $593K
PWV
Invesco Exchange Traded Fd Tr

ETFs
9.76K
New
$56.58 - $60.89 $552K - $594K
9.76K $580K
FAB
First Tr Multi Cap Value Alpha

ETFs
7.26K
New
$77.33 - $86.01 $561K - $624K
7.26K $577K
ETWO
E2open Parent Holdings, Inc.

Technology
282K
New
$2.0 - $2.92 $564K - $823K
282K $563K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
9.59K
New
$54.79 - $60.63 $525K - $581K
9.59K $531K
DNL
Wiswisdomtree Tr

ETFs
13.7K
New
$35.56 - $38.21 $488K - $524K
13.7K $489K
NEAR
Blackrock Short Maturity Bond

ETFs
9.35K
New
$50.4 - $50.89 $471K - $476K
9.35K $475K
BBAX
J P Morgan Betabuilders Develo

ETFs
9.73K
New
$48.21 - $51.59 $469K - $502K
9.73K $473K
GDV
Gabelli Dividend & Income Trust

Financial Services
19.5K
New
$23.47 - $25.3 $458K - $494K
19.5K $470K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
5.25K
New
$81.58 - $109.72 $428K - $576K
5.25K $460K
FDVV
Fidelity High Dividend ETF

ETFs
9.16K
New
$48.86 - $52.28 $448K - $479K
9.16K $454K
JOE
St Joe CO

Real Estate
9.48K
New
$43.61 - $49.45 $413K - $469K
9.48K $445K
ST
Sensata Technologies Holding PLC

Technology
18.2K
New
$24.27 - $30.0 $442K - $546K
18.2K $442K
FLMI
Franklin Dynamic Municipal Bon

ETFs
18.1K
New
$24.22 - $24.86 $439K - $450K
18.1K $442K
JMBS
Janus Detroit Str Tr Henderson

ETFs
9.47K
New
$43.53 - $45.42 $412K - $430K
9.47K $428K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.06K
New
$99.16 - $99.52 $403K - $404K
4.06K $404K
SWI
Solar Winds Corp

Technology
21.3K
New
$13.53 - $18.46 $289K - $394K
21.3K $393K
STRA
Strategic Education, Inc.

Consumer Defensive
4.61K
New
$79.14 - $103.46 $365K - $477K
4.61K $387K
ATRO
Astronics Corp

Industrials
15.9K
New
$15.6 - $26.5 $249K - $422K
15.9K $385K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
10.5K
New
N/A
10.5K $384K
MSBI
Midland States Bancorp, Inc.

Financial Services
20.8K
New
$17.12 - $25.0 $355K - $519K
20.8K $355K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
30.9K
New
$11.01 - $11.72 $340K - $362K
30.9K $347K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
22.2K
New
$15.0 - $15.91 $333K - $353K
22.2K $345K
RING
Ishares Inc Msci Global Gold M

ETFs
9K
New
$28.64 - $38.36 $258K - $345K
9K $345K
BSCU
Invesco Exc Self Ind Tr

ETFs
19.8K
New
$16.2 - $16.64 $321K - $330K
19.8K $328K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
4.04K
New
$78.12 - $83.7 $316K - $338K
4.04K $326K
ANDE
Andersons, Inc.

Consumer Defensive
7.43K
New
$40.06 - $47.81 $298K - $355K
7.43K $319K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10.7K
New
$29.34 - $31.31 $313K - $334K
10.7K $317K
IGE
Ishares Tr North Amern Nat Res

ETFs
6.77K
New
$42.6 - $46.27 $288K - $313K
6.77K $307K
RCII
Rent A Center Inc De

Industrials
11.5K
New
N/A
11.5K $306K
NPCE
Neuro Pace Inc

Healthcare
24.9K
New
$10.04 - $14.94 $250K - $372K
24.9K $305K
SVOL
Simplify ETF Simplify Volatili

ETFs
16.7K
New
$17.92 - $21.7 $299K - $362K
16.7K $303K
THR
Thermon Group Holdings, Inc.

Industrials
10.9K
New
$26.21 - $30.46 $286K - $332K
10.9K $303K
GES
Guess Inc

Consumer Cyclical
27.1K
New
$9.27 - $14.23 $251K - $386K
27.1K $300K
PCH
Potlatchdeltic Corp

Real Estate
6.6K
New
$38.35 - $47.34 $253K - $312K
6.6K $297K
Activity Summary
Buys All Purchases 2364 New Holdings 213 Increased Positions 2151 Sells All Sells 964 Reductions 964 Sold out 0 Options Calls 8 Puts 11
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