Creative Planning Reduced Holdings in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-10K
- 6.52%
$19.44 - $19.56 $194K - $196K
143K $2.8M
NFBK
Northfield Bancorp, Inc.

Financial Services
-21.4K
- 21.45%
$9.54 - $12.21 $204K - $261K
78.2K $898K
LKQ
Lkq Corp

Consumer Cyclical
-1.9K
- 9.01%
$36.86 - $43.38 $69.9K - $82.2K
19.1K $708K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
-1.45K
- 4.83%
$25.56 - $33.76 $36.9K - $48.8K
28.5K $818K
NNN
National Retail Properties, Inc.

Real Estate
-4.97K
- 8.21%
$37.56 - $43.42 $187K - $216K
55.6K $2.4M
FIP
Ftai Infrastructure LLC
-50K
- 65.48%
$3.23 - $6.73 $161K - $336K
26.4K $162K
PHG
Koninklijke Philips Nv

Healthcare
-3.96K
- 6.45%
$21.67 - $25.64 $85.7K - $101K
57.4K $1.38M
IART
Integra Lifesciences Holdings Corp

Healthcare
-1.13K
- 6.54%
$11.6 - $21.78 $13.1K - $24.6K
16.1K $197K
ABM
Abm Industries Inc

Industrials
-3.7K
- 11.34%
$42.24 - $52.72 $156K - $195K
28.9K $1.37M
BHE
Benchmark Electronics Inc

Technology
-5.86K
- 9.73%
$32.53 - $39.36 $190K - $230K
54.3K $2.11M
JBI
Janus International Group, Inc.

Industrials
-26.9K
- 59.71%
$6.06 - $8.86 $163K - $239K
18.2K $147K
MGTX
Meira G Tx Holdings PLC

Healthcare
-25.5K
- 66.6%
$4.64 - $7.26 $118K - $185K
12.8K $83K
PRLB
Proto Labs Inc

Industrials
-5.9K
- 48.31%
$31.12 - $41.64 $184K - $246K
6.31K $252K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-7.45K
- 17.52%
$17.17 - $19.9 $128K - $148K
35.1K $675K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-3.46K
- 6.39%
$50.48 - $50.71 $175K - $176K
50.8K $2.57M
TWI
Titan International Inc

Industrials
-24.7K
- 58.39%
$6.27 - $10.43 $155K - $257K
17.6K $180K
FUTU
Futu Holdings LTD

Financial Services
-4.47K
- 24.92%
$74.81 - $124.33 $334K - $556K
13.5K $1.66M
UPST
Upstart Holdings, Inc.

Financial Services
-11.7K
- 37.34%
$34.8 - $64.85 $406K - $757K
19.6K $1.27M
ALIT
Alight, Inc.

Technology
-22.1K
- 12.67%
$4.69 - $5.89 $104K - $130K
153K $864K
GAL
Ssga Active ETF Tr

ETFs
-4.52K
- 24.47%
$41.46 - $47.0 $188K - $213K
14K $656K
PULS
Pgim ETF Tr

ETFs
-3.4K
- 45.55%
$49.39 - $49.76 $168K - $169K
4.07K $202K
OTTR
Otter Tail Corp

Utilities
-1.83K
- 20.72%
$74.62 - $81.76 $136K - $149K
6.99K $539K
CBT
Cabot Corp

Basic Materials
-592
- 3.88%
$72.47 - $84.35 $42.9K - $49.9K
14.7K $1.1M
VRTS
Virtus Investment Partners, Inc.

Financial Services
-1.36K
- 15.59%
$143.2 - $185.33 $195K - $252K
7.36K $1.34M
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
-153K
- 74.48%
$0.85 - $1.2 $130K - $183K
52.3K $61K
NWL
Newell Brands Inc.

Consumer Defensive
-21.9K
- 37.74%
$4.48 - $6.27 $98.2K - $137K
36.2K $195K
PLAB
Photronics Inc

Technology
-6.84K
- 36.65%
$16.71 - $20.93 $114K - $143K
11.8K $222K
INMD
In Mode Ltd.

Healthcare
-5.76K
- 23.24%
$13.28 - $18.1 $76.5K - $104K
19K $274K
IOSP
Innospec Inc.

Basic Materials
-1.29K
- 24.35%
$82.54 - $95.65 $107K - $124K
4.02K $337K
HMY
Harmony Gold Mining CO LTD

Basic Materials
-6.39K
- 6.89%
$12.96 - $17.99 $82.8K - $115K
86.4K $1.21M
EVRG
Evergy, Inc.

Utilities
-2.33K
- 1.59%
$64.06 - $69.64 $149K - $162K
144K $9.94M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-3.23K
- 26.45%
$50.29 - $50.56 $162K - $163K
8.98K $454K
PTCT
Ptc Therapeutics, Inc.

Healthcare
-2.15K
- 7.98%
$36.19 - $52.13 $77.9K - $112K
24.8K $1.21M
PSO
Pearson PLC

Communication Services
-3.68K
- 3.7%
$14.41 - $16.64 $53K - $61.3K
95.7K $1.43M
GBX
Greenbrier Companies Inc

Industrials
-639
- 2.53%
$39.63 - $51.99 $25.3K - $33.2K
24.6K $1.13M
XPEV
Xpeng Inc.

Consumer Cyclical
-2.22K
- 5.26%
$16.42 - $22.25 $36.5K - $49.4K
40K $714K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-7.7K
- 6.32%
$20.66 - $20.74 $159K - $160K
114K $2.36M
CE
Celanese Corp

Basic Materials
-2.39K
- 13.93%
$37.49 - $59.36 $89.6K - $142K
14.8K $817K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-8.52K
- 6.88%
$20.16 - $20.49 $172K - $175K
115K $2.36M
PEN
Penumbra Inc

Healthcare
-497
- 18.52%
$253.22 - $299.78 $126K - $149K
2.19K $561K
WOLF
Wolfspeed, Inc.

Technology
-24.3K
- 44.4%
$0.4 - $4.46 $9.74K - $109K
30.5K $12K
LADR
Ladder Capital Corp

Real Estate
-12K
- 30.67%
$9.86 - $11.4 $118K - $136K
27K $290K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-7.22K
- 10.98%
$22.7 - $23.33 $164K - $169K
58.6K $1.37M
ESTC
Elastic N.V.

Technology
-1.28K
- 13.18%
$73.36 - $94.17 $94K - $121K
8.45K $712K
SMBK
Smartfinancial Inc.

Financial Services
-6.84K
- 23.78%
$27.11 - $33.78 $185K - $231K
21.9K $739K
SAGE
Sage Therapeutics, Inc.

Healthcare
-23.1K
- 47.93%
$6.38 - $9.3 $148K - $215K
25.1K $229K
SXC
Sun Coke Energy, Inc.

Basic Materials
-14.6K
- 31.57%
$7.75 - $9.8 $113K - $143K
31.7K $272K
ECVT
Ecovyst Inc.

Basic Materials
-33.5K
- 55.1%
$5.33 - $8.58 $179K - $288K
27.3K $224K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-17.9K
- 6.96%
$5.61 - $6.49 $101K - $116K
240K $1.45M
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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