Creative Planning Reduced Holdings in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OSBC
Old Second Bancorp Inc

Financial Services
-2.53K
- 6.99%
$14.45 - $17.74 $36.6K - $44.9K
33.7K $597K
STLG
Ishares Factors Us Growth Styl

ETFs
-100
- 1.64%
N/A
6K $301K
BRKL
Brookline Bancorp Inc

Financial Services
-98
- 0.95%
$9.53 - $11.11 $934 - $1.09K
10.2K $107K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
-310
- 0.89%
N/A
34.6K $464K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-14.4K
- 9.58%
$10.8 - $16.92 $156K - $244K
136K $1.87M
EGHT
8 X8 Inc

Technology
-1.51K
- 4.83%
$1.58 - $2.07 $2.38K - $3.12K
29.6K $58K
COUR
Coursera, Inc.

Consumer Defensive
-8.84K
- 25.5%
$6.17 - $9.38 $54.5K - $82.9K
25.8K $226K
HRB
H&R Block Inc

Consumer Cyclical
-42
- 0.05%
$54.32 - $63.04 $2.28K - $2.65K
81.8K $4.49M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-167
- 1.47%
$22.87 - $23.14 $3.82K - $3.86K
11.2K $259K
BVN
Buenaventura Mining CO Inc

Basic Materials
-809
- 6.34%
$12.94 - $16.96 $10.5K - $13.7K
12K $196K
KSS
Kohls Corp

Consumer Cyclical
-2.56K
- 3.89%
$6.13 - $9.4 $15.7K - $24K
63.2K $536K
ITGR
Integer Holdings Corp

Healthcare
-389
- 4.16%
$106.73 - $126.93 $41.5K - $49.4K
8.97K $1.1M
BTEGF
Baytex Energy Corp.

Energy
-179
- 0.4%
N/A
44.2K $160K
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-7.1K
- 11.67%
N/A
53.8K $0
Orchid Is Cap Inc
-14.3K
- 35.1%
N/A
26.5K $0
Lam Research Corp
-6.56K
- 1.19%
N/A
546K $0
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
-3.16K
- 12.01%
$16.1 - $20.85 $50.9K - $65.9K
23.2K $482K
Six Flags Entertainment Corp
-1.78K
- 20.88%
N/A
6.73K $0
Anglogold Ashanti PLC
-68
- 0.42%
N/A
16K $0
ILCG
Ishares Morningstar Growth ETF
-3.45K
- 7.48%
N/A
42.7K $0
Core Natural Resources Inc
-1.99K
- 12.6%
N/A
13.8K $0
Cooper Cos Inc
-1.14K
- 9.16%
N/A
11.3K $0
Blackrock Inc
-1.11K
- 4.31%
N/A
24.6K $0
Brookfield Infrastructure CO
-281
- 1.01%
N/A
27.6K $0
Brookfield Renewable Corp
-5.17K
- 18.21%
N/A
23.2K $0
ZETA
Zeta Global Holdings Corp.

Technology
-2.67K
- 12.61%
$11.02 - $16.81 $29.4K - $44.8K
18.5K $286K
BFB
Brown Forman Corp Cl B
-9.4K
- 12.76%
N/A
64.3K $0
MOGA
Moog Inc Cla
-1.85K
- 14.33%
N/A
11K $0
DWAC
Digital World Acquisition Corp.

Financial Services
-8.06K
- 12.08%
N/A
58.7K $0
Perimeter Solutions Inc
-4.52K
- 11.14%
N/A
36.1K $0
Biohaven LTD
-7.22K
- 39.69%
N/A
11K $0
Ge Healthcare Technologies I
-5.63K
- 7.34%
N/A
71.1K $0
Kenvue Inc
-153K
- 40.21%
N/A
227K $0
Knife River Corp
-2.91K
- 3.65%
N/A
76.8K $0
Cava Group Inc
-2.26K
- 16.12%
N/A
11.7K $0
Phinia Inc
-2.41K
- 27.78%
N/A
6.26K $0
Lifezone Metals Limited
-16.2K
- 12.95%
N/A
109K $0
Sezzle Inc
-378
- 2.35%
N/A
15.7K $0
Wns Hldgs LTD
-806
- 7.78%
N/A
9.55K $0
Nb Bancorp Inc
-9.98K
- 34.31%
N/A
19.1K $0
Solventum Corp
-1.53K
- 5.79%
N/A
25K $0
Smurfit Westrock PLC
-15.4K
- 69.5%
N/A
6.74K $0
Sunrise Communications Ag
-8
- 0.11%
N/A
6.99K $0
Sandisk Corp
-6.4K
- 45.57%
N/A
7.65K $0
Super Micro Computer Inc
-10.8K
- 8.48%
N/A
116K $0
Armour Residential Reit Inc
-992
- 8.77%
N/A
10.3K $0
Nebius Group N.V.
-8.58K
- 38.72%
N/A
13.6K $0
Aptiv PLC
-1.74K
- 7.57%
N/A
21.3K $0
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.91K
- 1.19%
$16.93 - $17.81 $32.3K - $33.9K
159K $2.82M
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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