Creative Planning New Holdings in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.04M
New
$25.35 - $25.53 $26.4M - $26.6M
1.04M $26.5M
BFC
Bank First Corp

Financial Services
52.7K
New
$86.5 - $108.79 $4.56M - $5.74M
52.7K $5.23M
PBP
Invesco Exchange Traded Fd Tr

ETFs
218K
New
$22.51 - $23.75 $4.92M - $5.19M
218K $5.15M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
284K
New
$12.16 - $13.26 $3.45M - $3.76M
284K $3.58M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
60.9K
New
$55.86 - $60.21 $3.4M - $3.67M
60.9K $3.49M
CNHI
Cnh Industrial N.V.

Industrials
291K
New
N/A
291K $3.03M
VVR
Invesco Senior Income Trust

Financial Services
654K
New
$3.83 - $4.07 $2.51M - $2.66M
654K $2.58M
AVK
Advent Convertible & Income Fund

Financial Services
161K
New
$11.13 - $12.5 $1.79M - $2.01M
161K $1.89M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
92.7K
New
$19.7 - $20.82 $1.83M - $1.93M
92.7K $1.84M
PDCO
Patterson Companies, Inc.

Healthcare
59.4K
New
$19.57 - $31.4 $1.16M - $1.87M
59.4K $1.83M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
34.5K
New
$50.23 - $50.47 $1.73M - $1.74M
34.5K $1.73M
MVV
Proshares Ultra Midcap400

ETFs
24.7K
New
$67.37 - $80.89 $1.67M - $2M
24.7K $1.68M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
80.4K
New
$19.86 - $21.15 $1.6M - $1.7M
80.4K $1.66M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
6.46K
New
$213.99 - $238.91 $1.38M - $1.54M
6.46K $1.45M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
18K
New
$73.49 - $86.09 $1.32M - $1.55M
18K $1.39M
MFM
Mfs Municipal Income Trust

Financial Services
222K
New
$5.3 - $5.75 $1.18M - $1.28M
222K $1.19M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
108K
New
$10.81 - $11.94 $1.17M - $1.29M
108K $1.18M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
88.8K
New
$11.35 - $18.82 $1.01M - $1.67M
88.8K $1.12M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
36.4K
New
$28.25 - $28.72 $1.03M - $1.05M
36.4K $1.03M
JBT
John Bean Technologies Corp

Industrials
7.36K
New
$94.76 - $131.66 $697K - $968K
7.36K $934K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
39.7K
New
$23.29 - $23.93 $924K - $949K
39.7K $931K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
23K
New
$37.09 - $62.41 $853K - $1.44M
23K $911K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
65.3K
New
$13.42 - $14.34 $877K - $937K
65.3K $893K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
40.7K
New
$20.28 - $21.2 $825K - $862K
40.7K $827K
BBUS
J P Morgan Exchg Traded Fd

ETFs
7.7K
New
$102.46 - $110.17 $789K - $848K
7.7K $815K
AXS
Axis Capital Holdings LTD

Financial Services
8.14K
New
$78.26 - $94.05 $637K - $766K
8.14K $721K
PAX
Patria Investments LTD

Financial Services
59.9K
New
$10.88 - $12.89 $652K - $772K
59.9K $696K
MOFG
Mid West One Financial Group, Inc.

Financial Services
23.7K
New
$27.02 - $33.7 $641K - $799K
23.7K $690K
MATW
Matthews International Corp

Industrials
22.1K
New
$21.36 - $31.54 $472K - $697K
22.1K $612K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
5.82K
New
$101.22 - $107.72 $589K - $627K
5.82K $594K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
14.9K
New
$39.3 - $41.34 $587K - $617K
14.9K $588K
ACI
Albertsons Companies, Inc.

Consumer Defensive
29.3K
New
$18.01 - $19.92 $528K - $584K
29.3K $575K
TECL
Direxion Daily Technology Bull

ETFs
6.27K
New
$81.25 - $102.52 $509K - $642K
6.27K $567K
ESNT
Essent Group Ltd.

Financial Services
10.3K
New
$52.73 - $64.9 $542K - $667K
10.3K $559K
TCHP
T Rowe Price Exchange Traded F

Technology
13.3K
New
$39.17 - $43.9 $521K - $583K
13.3K $559K
FAD
First Tr Multi Cap Growth Alph

ETFs
4.04K
New
$131.79 - $150.3 $532K - $607K
4.04K $558K
WETF
Wisdom Tree Investments, Inc.

Financial Services
102K
New
N/A
102K $554K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
13.4K
New
$24.08 - $48.71 $322K - $651K
13.4K $553K
PWP
Perella Weinberg Partners

Financial Services
23K
New
$19.44 - $25.98 $448K - $599K
23K $549K
ENVA
Enova International, Inc.

Financial Services
5.68K
New
$80.49 - $106.72 $457K - $606K
5.68K $544K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
13.2K
New
$40.26 - $42.88 $532K - $567K
13.2K $535K
HMOP
Hartford Fds Exchange Traded T

ETFs
13.8K
New
$38.56 - $39.45 $532K - $544K
13.8K $533K
KOMP
Spdr S&P Kensho New Economies

ETFs
10.5K
New
$48.59 - $54.76 $509K - $574K
10.5K $532K
RELY
Remitly Global, Inc.

Technology
23.4K
New
$12.69 - $23.07 $297K - $541K
23.4K $528K
LEGN
Legend Biotech Corp

Healthcare
15.9K
New
$32.49 - $50.28 $518K - $801K
15.9K $518K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
16.2K
New
$26.18 - $35.42 $424K - $574K
16.2K $517K
HYGV
Flexshares Tr High Yield Value

ETFs
12.5K
New
$40.53 - $41.51 $505K - $517K
12.5K $506K
GAMB
Gambling.Com Group LTD

Consumer Cyclical
35.9K
New
$9.31 - $15.95 $334K - $572K
35.9K $504K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
20.5K
New
$24.5 - $25.72 $502K - $527K
20.5K $503K
Activity Summary
Buys All Purchases 2506 New Holdings 517 Increased Positions 1989 Sells All Sells 961 Reductions 961 Sold out 0 Options Calls 8 Puts 20
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email