Creative Planning Reduced Holdings in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMPY
Amplify Energy Corp.

Energy
-9.99K
- 48.05%
$2.3 - $3.86 $23K - $38.6K
10.8K $34K
REPX
Riley Exploration Permian, Inc.

Energy
-278
- 2.4%
$22.78 - $30.0 $6.33K - $8.34K
11.3K $296K
PLUS
Eplus Inc

Technology
-2.52K
- 19.87%
$54.77 - $74.09 $138K - $186K
10.1K $731K
ESAB
Esab Corp

Industrials
-484
- 10.61%
$104.48 - $130.25 $50.6K - $63K
4.08K $491K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-1.53K
- 8.42%
$23.57 - $24.6 $35.9K - $37.5K
16.6K $402K
BRSP
Bright Spire Capital, Inc.

Real Estate
-6.2K
- 36.46%
$4.3 - $5.59 $26.7K - $34.7K
10.8K $54K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-144
- 3.96%
$101.91 - $134.83 $14.7K - $19.4K
3.5K $439K
MMYT
Make My Trip LTD

Consumer Cyclical
-469
- 16.25%
N/A
2.42K $208K
MFM
Mfs Municipal Income Trust

Financial Services
-2.83K
- 1.54%
$4.98 - $5.37 $14.1K - $15.2K
180K $931K
SVC
Service Properties Trust

Real Estate
-1.52K
- 1.03%
$1.78 - $2.63 $2.71K - $4.01K
146K $349K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-1.8K
- 9.37%
$24.61 - $25.89 $44.3K - $46.7K
17.4K $448K
SEAT
Vivid Seats Inc.

Communication Services
-3.17K
- 12.35%
$1.48 - $3.06 $4.69K - $9.7K
22.5K $38K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-5.97K
- 12.07%
$76.98 - $98.31 $460K - $587K
43.5K $4.28M
HOUS
Anywhere Real Estate Inc.

Real Estate
-13.3K
- 33.16%
$2.88 - $4.08 $38.3K - $54.3K
26.8K $97K
SSB
South State Corp

Financial Services
-97
- 0.28%
$80.59 - $94.67 $7.82K - $9.18K
34.3K $3.16M
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-17.4K
- 19.18%
$1.9 - $2.13 $33.1K - $37.1K
73.4K $156K
TLRY
Tilray Brands, Inc.

Healthcare
-22.9K
- 22.52%
$0.36 - $0.65 $8.25K - $14.9K
78.8K $32K
FMC
Fmc Corp

Basic Materials
-576
- 2.44%
$33.98 - $44.06 $19.6K - $25.4K
23K $960K
ATRC
Atri Cure, Inc.

Healthcare
-1.24K
- 9.3%
$29.07 - $34.94 $35.9K - $43.2K
12K $394K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-90
- 0.19%
$19.55 - $21.78 $1.76K - $1.96K
46.1K $958K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.86K
- 9.37%
$20.12 - $21.0 $37.4K - $39K
18K $376K
GNL
Global Net Lease, Inc.

Real Estate
-1.01K
- 1.88%
$6.82 - $8.08 $6.88K - $8.15K
52.7K $398K
PDI
Pimco Dynamic Income Fund

Financial Services
-397
- 1.31%
$17.02 - $19.87 $6.76K - $7.89K
29.9K $566K
PAGP
Plains Gp Holdings LP

Energy
-226
- 1.54%
$17.24 - $21.61 $3.9K - $4.88K
14.5K $280K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-2.24K
- 5.43%
$10.82 - $12.71 $24.2K - $28.4K
38.9K $484K
HYMU
Blackrock ETF Tr Ii High Yield
-1.41K
- 5.67%
N/A
23.4K $537K
IWY
Ishares Tr Russell 200 Growth

ETFs
-2.1K
- 15.41%
$187.5 - $246.51 $394K - $518K
11.5K $2.84M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
-2.53K
- 14.56%
$29.03 - $38.72 $73.4K - $98K
14.8K $566K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
-1.99K
- 6.44%
$10.68 - $11.35 $21.3K - $22.6K
28.9K $316K
VTC
Vanguard Scottsdale Fds Total

ETFs
-444
- 5.86%
$74.71 - $77.33 $33.2K - $34.3K
7.13K $551K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-502
- 9.16%
$42.44 - $49.08 $21.3K - $24.6K
4.98K $238K
MBWM
Mercantile Bank Corp

Financial Services
-2.08K
- 9.04%
$38.53 - $46.41 $80.3K - $96.7K
21K $973K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
-970
- 7.45%
$1.42 - $5.48 $1.38K - $5.32K
12K $46K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-135
- 0.17%
$20.99 - $23.93 $2.83K - $3.23K
80.5K $1.89M
BIGC
Big Commerce Holdings, Inc.

Technology
-1.54K
- 6.1%
$4.77 - $5.91 $7.34K - $9.09K
23.7K $118K
CLOV
Clover Health Investments, Corp.

Healthcare
-4.98K
- 30.86%
$2.74 - $3.77 $13.6K - $18.8K
11.2K $31K
SCS
Steelcase Inc

Industrials
-1.62K
- 9.4%
$9.42 - $11.46 $15.3K - $18.6K
15.6K $162K
ESS
Essex Property Trust, Inc.

Real Estate
-96
- 1.42%
N/A
6.68K $1.82M
WB
Weibo Corp

Communication Services
-2.8K
- 21.02%
$7.34 - $9.81 $20.6K - $27.5K
10.5K $100K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-508
- 4.62%
$46.77 - $47.89 $23.8K - $24.3K
10.5K $496K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-1.7K
- 13.99%
$50.86 - $73.83 $86.4K - $125K
10.4K $755K
NCA
Nuveen California Municipal Value Fund

Financial Services
-2.87K
- 12.16%
$8.24 - $8.73 $23.6K - $25K
20.7K $179K
SBR
Sabine Royalty Trust

Energy
-100
- 0.58%
$60.25 - $68.76 $6.03K - $6.88K
17.1K $1.14M
CHCO
City Holding CO

Financial Services
-642
- 5.77%
$108.93 - $123.42 $69.9K - $79.2K
10.5K $1.28M
NVCR
Novo Cure LTD

Healthcare
-1.27K
- 7.58%
$15.37 - $19.4 $19.5K - $24.6K
15.4K $274K
REAX
Real Brokerage Inc

Real Estate
-20.9K
- 13.25%
$3.82 - $4.73 $79.7K - $98.7K
137K $616K
EPP
Ishares Inc

ETFs
-2.44K
- 13.17%
$38.85 - $49.83 $94.9K - $122K
16.1K $794K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-2.47K
- 11.5%
$8.43 - $8.77 $20.8K - $21.7K
19K $165K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-228
- 4.92%
$93.63 - $103.68 $21.3K - $23.6K
4.41K $457K
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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