Creative Planning Reduced Holdings in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KRYS
Krystal Biotech, Inc.

Healthcare
-3.73K
- 30.86%
$123.36 - $181.0 $460K - $675K
8.36K $1.15M
PSLV
Sprott Physical Silver Trust

Financial Services
-92.3K
- 53.51%
$9.98 - $12.51 $922K - $1.16M
80.2K $981K
VIAV
Viavi Solutions Inc.

Technology
-76.7K
- 36.12%
$8.99 - $11.41 $689K - $875K
136K $1.37M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-65.6K
- 84.12%
$13.03 - $15.28 $854K - $1M
12.4K $181K
USRT
Ishares Core U.S. Reit ETF

ETFs
-14.9K
- 10.32%
$50.37 - $57.97 $751K - $864K
130K $7.33M
BAX
Baxter International Inc

Healthcare
-21.4K
- 24.61%
$27.8 - $34.02 $594K - $727K
65.4K $1.98M
USFR
Wisdomtree Floating Rate Treas

ETFs
-19.6K
- 48.76%
$50.28 - $50.47 $986K - $990K
20.6K $1.04M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-14.8K
- 14.87%
$44.37 - $50.04 $656K - $740K
84.7K $4.03M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-61.8K
- 22.81%
$12.21 - $13.9 $755K - $859K
209K $2.73M
FEX
First Tr Large Cap Core Alphde

ETFs
-10.3K
- 40.59%
$90.17 - $109.96 $933K - $1.14M
15.1K $1.66M
KAI
Kadant Inc

Industrials
-2.56K
- 40.2%
$286.24 - $350.17 $733K - $897K
3.81K $1.21M
PHI
Pldt Inc.

Communication Services
-42.5K
- 36.91%
$20.74 - $23.86 $881K - $1.01M
72.6K $1.58M
KNTK
Kinetik Holdings Inc.

Energy
-14.7K
- 40.64%
$40.12 - $53.83 $592K - $794K
21.5K $948K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-10.7K
- 78.84%
$82.32 - $112.47 $877K - $1.2M
2.86K $321K
BRZE
Braze, Inc.

Technology
-19.2K
- 41.63%
$25.84 - $36.89 $496K - $709K
26.9K $757K
FICO
Fair Isaac Corp

Technology
-447
- 8.67%
$1503.62 - $2206.01 $672K - $986K
4.71K $8.6M
PBE
Invesco Exchange Traded Fd Tr

ETFs
-14.2K
- 81.47%
$56.01 - $65.43 $794K - $927K
3.22K $206K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-19.8K
- 8.45%
$47.89 - $48.65 $950K - $965K
215K $10.4M
HYG
Ishares Tr

ETFs
-11.4K
- 54.91%
$75.75 - $80.65 $866K - $922K
9.39K $757K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
-2.2K
- 29.9%
$267.56 - $340.8 $589K - $750K
5.16K $1.56M
WSO
Watsco Inc

Industrials
-906
- 13.12%
$421.84 - $520.66 $382K - $472K
6K $2.65M
FLV
American Centy ETF Tr Focused

ETFs
-11.5K
- 2.07%
$62.33 - $69.79 $715K - $800K
543K $37.9M
ADSK
Autodesk, Inc.

Technology
-3.46K
- 7.17%
N/A
44.7K $11M
EEM
Ishares Msci Emerging Markets

ETFs
-92.9K
- 11.55%
$38.52 - $48.28 $3.58M - $4.48M
712K $34.3M
NMR
Nomura Holdings Inc

Financial Services
-160K
- 30.44%
$4.95 - $6.6 $792K - $1.06M
366K $2.41M
AES
Aes Corp

Utilities
-55K
- 43.3%
$9.63 - $12.55 $529K - $690K
72K $757K
ITB
Ishares Tr

ETFs
-8.21K
- 31.23%
$85.52 - $96.61 $702K - $793K
18.1K $1.68M
RWR
Spdr Dow Jones Reit ETF

ETFs
-5.42K
- 5.0%
$86.33 - $99.71 $468K - $540K
103K $9.93M
ROP
Roper Technologies Inc

Industrials
-718
- 4.04%
$519.19 - $590.78 $373K - $424K
17K $9.66M
BCE
Bce Inc

Communication Services
-32.3K
- 27.3%
$20.87 - $22.95 $675K - $742K
86.1K $1.91M
MATX
Matson, Inc.

Industrials
-4.91K
- 31.68%
$93.11 - $132.21 $457K - $649K
10.6K $1.18M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-16.8K
- 29.52%
$31.57 - $39.41 $531K - $663K
40.2K $1.43M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-7.62K
- 5.84%
$68.13 - $74.77 $519K - $570K
123K $8.95M
RGR
Sturm Ruger & CO Inc

Industrials
-19.2K
- 32.05%
N/A
40.6K $1.68M
WNC
Wabash National Corp

Industrials
-69.6K
- 59.03%
$6.91 - $11.2 $481K - $779K
48.3K $513K
BK
Bank Of New York Mellon Corp

Financial Services
-21.5K
- 13.25%
$73.31 - $91.62 $1.58M - $1.97M
141K $12.8M
BKR
Baker Hughes CO

Energy
-6.29K
- 6.5%
$35.0 - $44.92 $220K - $282K
90.4K $3.46M
HUN
Huntsman Corp

Basic Materials
-30.9K
- 36.07%
$10.28 - $15.52 $318K - $480K
54.8K $570K
WASH
Washington Trust Bancorp Inc

Financial Services
-21.6K
- 32.83%
$26.08 - $30.06 $564K - $650K
44.2K $1.25M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-9.29K
- 10.38%
$149.76 - $186.42 $1.39M - $1.73M
80.2K $15M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-11.9K
- 7.93%
$81.46 - $94.63 $973K - $1.13M
139K $13.1M
RXO
Rxo, Inc.
-35.3K
- 54.62%
$12.58 - $19.55 $445K - $691K
29.4K $461K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-24.9K
- 53.15%
$21.27 - $26.73 $529K - $665K
21.9K $480K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-20.4K
- 8.32%
$71.28 - $83.74 $1.45M - $1.71M
225K $18.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
-5.77K
- 5.65%
$107.93 - $110.97 $622K - $640K
96.3K $10.6M
HES
Hess Corp

Energy
-893
- 3.06%
$126.32 - $161.29 $113K - $144K
28.3K $3.91M
MMSI
Merit Medical Systems Inc

Healthcare
-3.77K
- 12.0%
$88.48 - $107.04 $334K - $404K
27.7K $2.59M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-6.15K
- 61.2%
$96.11 - $173.53 $591K - $1.07M
3.9K $676K
NVEE
Nv5 Global, Inc.

Industrials
-46.9K
- 49.84%
$15.12 - $23.09 $708K - $1.08M
47.2K $1.09M
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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