Creative Planning Reduced Holdings in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLRN
Spdr Bloomberg Investment Grad

ETFs
-7.93K
- 6.68%
$30.29 - $30.83 $240K - $244K
111K $3.42M
NAVI
Navient Corp

Financial Services
-23.9K
- 36.09%
$10.76 - $14.33 $258K - $343K
42.4K $597K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-13.9K
- 8.62%
$11.35 - $12.45 $158K - $173K
147K $1.76M
DLB
Dolby Laboratories, Inc.

Industrials
-2.39K
- 24.33%
$69.36 - $81.21 $165K - $194K
7.42K $550K
GMED
Globus Medical Inc

Healthcare
-1.75K
- 18.57%
$55.82 - $75.5 $97.8K - $132K
7.69K $453K
IXJ
Ishares Global Healthcare ETF

ETFs
-201
- 0.48%
$82.3 - $90.02 $16.5K - $18.1K
42K $3.62M
BLD
Top Build Corp

Industrials
-1.3K
- 13.01%
$275.93 - $326.59 $358K - $424K
8.68K $2.81M
IBDV
Ishares Tr

Technology
-10.5K
- 43.53%
$21.28 - $21.98 $223K - $231K
13.6K $299K
IEO
Ishares Tr

ETFs
-1.91K
- 20.93%
$74.87 - $95.92 $143K - $183K
7.21K $638K
HUBG
Hub Group, Inc.

Industrials
-4.38K
- 21.3%
$31.29 - $38.01 $137K - $167K
16.2K $541K
ENTG
Entegris Inc

Technology
-1.42K
- 9.19%
$62.92 - $86.2 $89.5K - $123K
14.1K $1.13M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-13.9K
- 9.08%
$14.97 - $16.79 $208K - $234K
139K $2.33M
CBZ
Cbiz, Inc.

Industrials
-1.63K
- 6.7%
$66.19 - $79.64 $108K - $129K
22.7K $1.62M
NX
Quanex Building Products Corp

Industrials
-12.4K
- 20.39%
$15.5 - $20.19 $193K - $251K
48.5K $917K
HI
Hillenbrand, Inc.

Industrials
-6.7K
- 33.53%
$18.62 - $24.76 $125K - $166K
13.3K $266K
RC
Ready Capital Corp

Real Estate
-1.59K
- 0.55%
$4.13 - $5.15 $6.58K - $8.21K
289K $1.26M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-5.58K
- 3.41%
$46.39 - $47.84 $259K - $267K
158K $7.56M
CION
Cion Investment Corp

Financial Services
-18.9K
- 44.17%
$8.68 - $10.48 $164K - $198K
23.9K $228K
PKG
Packaging Corp Of America

Consumer Cyclical
-370
- 2.48%
$175.97 - $201.36 $65.1K - $74.5K
14.6K $2.74M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-6.1K
- 7.6%
$60.86 - $71.29 $371K - $435K
74.2K $5.29M
LIT
Global X Fds Global X Lithium

ETFs
-5.37K
- 38.84%
$31.82 - $39.24 $171K - $211K
8.45K $324K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-7.45K
- 12.06%
$24.14 - $25.43 $180K - $190K
54.3K $1.35M
CARS
Cars.Com Inc.

Consumer Cyclical
-19.7K
- 49.91%
$10.05 - $12.1 $198K - $239K
19.8K $234K
THO
Thor Industries Inc

Consumer Cyclical
-4K
- 36.02%
$64.83 - $89.72 $259K - $359K
7.1K $630K
OI
O I Glass, Inc.

Consumer Cyclical
-32.7K
- 39.12%
$9.62 - $15.51 $315K - $508K
51K $751K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-4.24K
- 23.99%
$48.5 - $49.35 $205K - $209K
13.4K $661K
BEKE
Ke Holdings Inc.

Real Estate
-1.57K
- 2.07%
$17.53 - $22.08 $27.6K - $34.7K
74.4K $1.32M
ICLR
Icon PLC

Healthcare
-387
- 7.64%
$126.62 - $168.7 $49K - $65.3K
4.68K $680K
SCHO
Schwab Short Term Us Treasury

ETFs
-9.18K
- 2.07%
$24.19 - $24.45 $222K - $225K
435K $10.6M
PPC
Pilgrims Pride Corp

Consumer Defensive
-120
- 0.57%
$44.55 - $56.26 $5.35K - $6.75K
20.9K $940K
TTI
Tetra Technologies Inc

Energy
-60.9K
- 54.71%
$2.13 - $3.77 $130K - $230K
50.5K $169K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-396
- 9.3%
$419.99 - $501.97 $166K - $199K
3.86K $1.87M
CAL
Caleres Inc

Consumer Cyclical
-512
- 1.3%
$12.22 - $17.83 $6.26K - $9.13K
38.8K $474K
SUI
Sun Communities Inc

Real Estate
-1.37K
- 10.41%
$114.62 - $132.25 $157K - $181K
11.8K $1.49M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-14.6K
- 16.17%
$9.89 - $10.9 $145K - $160K
75.9K $782K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-9.55K
- 35.53%
$23.19 - $25.35 $221K - $242K
17.3K $439K
FTC
First Tr Lge Cap Growth

ETFs
-2.43K
- 28.6%
$116.97 - $150.97 $284K - $366K
6.06K $914K
UTZ
Utz Brands, Inc.

Consumer Defensive
-8.47K
- 13.98%
$11.62 - $14.29 $98.4K - $121K
52.1K $653K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-23.6K
- 60.3%
$7.6 - $8.89 $179K - $210K
15.5K $137K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-3.14K
- 32.14%
$105.2 - $141.69 $330K - $445K
6.63K $938K
INSP
Inspire Medical Systems, Inc.

Healthcare
-716
- 20.4%
$127.18 - $161.88 $91.1K - $116K
2.79K $362K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-12.2K
- 54.7%
$13.74 - $15.66 $167K - $190K
10.1K $149K
PD
Pager Duty, Inc.

Technology
-8.42K
- 38.11%
$13.92 - $18.38 $117K - $155K
13.7K $208K
BANC
Banc Of California, Inc.

Financial Services
-13.6K
- 52.97%
$12.06 - $14.62 $164K - $199K
12.1K $169K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-2.59K
- 4.35%
$60.03 - $72.0 $155K - $186K
56.9K $3.77M
AZZ
Azz Inc

Industrials
-3.19K
- 31.76%
$75.58 - $95.07 $241K - $303K
6.84K $646K
COMP
Compass, Inc.

Technology
-13.3K
- 30.02%
$5.8 - $8.98 $77.2K - $119K
31K $194K
TGNA
Tegna Inc

Communication Services
-5.76K
- 9.04%
$15.42 - $18.98 $88.8K - $109K
57.9K $970K
APPF
Appfolio Inc

Technology
-1.36K
- 11.27%
$192.02 - $234.65 $262K - $320K
10.7K $2.47M
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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