Creative Planning Reduced Holdings in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EWH
Ishares Msci Hong Kong ETF

ETFs
-1
- 0.01%
$15.2 - $20.06 $15.2 - $20.1
10.6K $209K
DHC
Diversified Healthcare Trust

Real Estate
-3.01K
- 9.7%
$2.07 - $3.79 $6.24K - $11.4K
28.1K $100K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-1.22K
- 4.02%
$34.78 - $43.42 $42.5K - $53K
29.2K $1.26M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-65
- 0.14%
$41.9 - $50.31 $2.72K - $3.27K
46.7K $2.25M
RUM
Rumble Inc.

Technology
-1.22K
- 6.16%
$6.94 - $10.56 $8.44K - $12.8K
18.5K $166K
NG
Novagold Resources Inc

Basic Materials
-4.7K
- 11.52%
$2.28 - $4.98 $10.7K - $23.4K
36.1K $147K
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
-750
- 3.56%
$81.62 - $95.83 $61.2K - $71.9K
20.3K $1.95M
EWC
Ishares Msci Canada ETF

ETFs
-996
- 7.3%
$37.17 - $46.2 $37K - $46K
12.6K $584K
CNTY
Century Casinos Inc

Consumer Cyclical
-500
- 0.72%
$1.3 - $2.44 $650 - $1.22K
69.1K $146K
SANA
Sana Biotechnology, Inc.

Healthcare
-13.3K
- 20.59%
$1.34 - $2.97 $17.9K - $39.6K
51.5K $140K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-14.3K
- 7.11%
$86.05 - $107.7 $1.23M - $1.54M
186K $20.1M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-865
- 3.68%
$24.32 - $29.74 $21K - $25.7K
22.6K $667K
MGC
Vanguard Mega Cap ETF

ETFs
-8.16K
- 10.28%
$179.23 - $224.92 $1.46M - $1.83M
71.2K $16M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-1.03K
- 7.97%
$65.42 - $80.7 $67.6K - $83.4K
11.9K $962K
ES
Eversource Energy

Utilities
-1.7K
- 1.78%
$54.25 - $65.89 $92K - $112K
93.4K $5.94M
FBIZ
First Business Financial Services, Inc.

Financial Services
-130
- 1.07%
$44.4 - $50.92 $5.77K - $6.62K
12K $607K
RDFN
Redfin Corp

Real Estate
-91
- 0.47%
$8.2 - $11.74 $746 - $1.07K
19.4K $216K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-284
- 0.32%
$37.87 - $42.54 $10.8K - $12.1K
88.7K $3.73M
DAN
Dana Inc

Consumer Cyclical
-4.63K
- 15.01%
$10.38 - $17.71 $48K - $81.9K
26.2K $449K
EWI
Ishares Inc Msci Italy ETF

ETFs
-67
- 0.92%
$36.6 - $48.32 $2.45K - $3.24K
7.2K $346K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-716
- 7.56%
$90.58 - $109.05 $64.9K - $78.1K
8.76K $955K
REET
Ishares Global Reit ETF

ETFs
-2.74K
- 1.1%
$21.59 - $25.16 $59.1K - $68.9K
245K $6.06M
VKTX
Viking Therapeutics, Inc.

Healthcare
-5
- 0.03%
$19.98 - $29.49 $99.9 - $147
18.6K $491K
PDN
Invesco Fd Tr

ETFs
-3.21K
- 10.37%
$30.37 - $38.92 $97.5K - $125K
27.7K $1.08M
REVG
Rev Group, Inc.

Industrials
-4.35K
- 27.71%
$28.82 - $47.59 $125K - $207K
11.4K $540K
AX
Axos Financial, Inc.

Financial Services
-91
- 2.06%
$56.36 - $76.85 $5.13K - $6.99K
4.32K $328K
NDSN
Nordson Corp

Industrials
-228
- 3.08%
$167.51 - $223.5 $38.2K - $51K
7.18K $1.54M
ATEC
Alphatec Holdings, Inc.

Healthcare
-1.08K
- 1.82%
$9.43 - $13.03 $10.2K - $14K
58.1K $645K
FBNC
First Bancorp

Financial Services
-32
- 0.27%
$36.02 - $44.09 $1.15K - $1.41K
11.7K $516K
JHSC
John Hancock ETF Tr Multifacto

ETFs
-426
- 1.19%
$32.47 - $39.09 $13.8K - $16.7K
35.3K $1.38M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
-134
- 1.43%
$38.39 - $51.11 $5.14K - $6.85K
9.22K $469K
ADP
Automatic Data Processing Inc

Industrials
-1.16K
- 0.82%
$276.76 - $326.81 $322K - $380K
141K $43.4M
FHI
Federated Hermes, Inc.

Financial Services
-642
- 2.92%
$35.85 - $44.32 $23K - $28.5K
21.3K $945K
NNI
Nelnet Inc

Financial Services
-370
- 4.04%
$101.27 - $121.3 $37.5K - $44.9K
8.79K $1.06M
PAAS
Pan American Silver Corp

Basic Materials
-1.59K
- 4.27%
$21.49 - $29.35 $34.2K - $46.8K
35.7K $1.01M
TGB
Taseko Mines LTD

Basic Materials
-20.8K
- 16.17%
$1.7 - $3.15 $35.4K - $65.6K
108K $340K
LC
Lending Club Corp

Financial Services
-1.02K
- 2.65%
$8.56 - $12.03 $8.75K - $12.3K
37.5K $451K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
-5.57K
- 16.98%
$10.22 - $14.9 $57K - $83.1K
27.2K $405K
DGII
Digi International Inc

Technology
-1.08K
- 8.3%
$23.13 - $34.92 $24.9K - $37.6K
11.9K $414K
VAW
Vanguard Materials ETF

ETFs
-536
- 2.04%
$163.82 - $196.64 $87.8K - $105K
25.8K $5.03M
DNL
Wiswisdomtree Tr

ETFs
-230
- 1.68%
$32.16 - $40.27 $7.4K - $9.26K
13.5K $543K
CRMT
Americas Carmart Inc

Consumer Cyclical
-6
- 0.11%
$43.5 - $57.74 $261 - $346
5.33K $298K
TRU
Trans Union

Industrials
-293
- 1.76%
$69.26 - $91.89 $20.3K - $26.9K
16.4K $1.44M
XT
Ishares Tr Exponential Technol

ETFs
-155
- 1.77%
$49.86 - $65.25 $7.73K - $10.1K
8.62K $562K
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
-2.34K
- 11.2%
$4.13 - $10.54 $9.67K - $24.7K
18.6K $174K
PSCT
Invesco S&P Smallcap Informati

ETFs
-431
- 3.28%
$34.03 - $46.24 $14.7K - $19.9K
12.7K $588K
QDF
Flexshares Quality Dividend In

ETFs
-11
- 0.08%
$59.99 - $73.18 $660 - $805
13.1K $960K
IQDF
Flexshares International Quali

ETFs
-12.9K
- 6.78%
$22.1 - $27.31 $284K - $351K
177K $4.79M
RDW
Redwire Corp

Industrials
-4.55K
- 26.46%
$7.51 - $20.57 $34.2K - $93.6K
12.6K $206K
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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