Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NPK
National Presto Industries Inc

Industrials
-358
- 12.98%
$87.85 - $103.12 $31.5K - $36.9K
2.4K $211K
FE
Firstenergy Corp

Utilities
-2.29K
- 4.44%
$37.95 - $43.5 $87K - $99.7K
49.3K $1.99M
CGDV
Capital Group Divid Value ETF

ETFs
-1.99K
- 6.22%
$34.95 - $37.36 $69.7K - $74.5K
30.1K $1.07M
PSEC
Prospect Capital Corp

Financial Services
-5.78K
- 3.41%
$4.1 - $4.45 $23.7K - $25.7K
164K $672K
LNC
Lincoln National Corp

Financial Services
-4.42K
- 18.48%
$30.06 - $39.23 $133K - $173K
19.5K $699K
NYT
New York Times CO

Communication Services
-605
- 5.38%
$46.9 - $55.89 $28.4K - $33.8K
10.6K $527K
NTGR
Netgear, Inc.

Technology
-30
- 0.18%
$22.11 - $30.91 $663 - $927
16.9K $412K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-366
- 17.35%
$157.04 - $169.58 $57.5K - $62.1K
1.74K $274K
AVK
Advent Convertible & Income Fund

Financial Services
-1.64K
- 1.02%
$11.44 - $12.34 $18.8K - $20.2K
159K $1.84M
CAE
Cae Inc

Industrials
-1.82K
- 12.8%
$23.09 - $26.78 $42.1K - $48.8K
12.4K $305K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-178
- 0.4%
$13.21 - $14.63 $2.35K - $2.6K
44K $580K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-3.79K
- 2.26%
$46.18 - $47.84 $175K - $181K
164K $7.78M
PNTG
Pennant Group, Inc.

Healthcare
-883
- 3.73%
$22.21 - $28.35 $19.6K - $25K
22.8K $572K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-521
- 6.69%
$63.83 - $75.78 $33.3K - $39.5K
7.26K $498K
PLSE
Pulse Biosciences, Inc.

Healthcare
-1.01K
- 6.3%
$15.61 - $24.56 $15.8K - $24.8K
15K $241K
CR
Crane Holdings, Co.

Industrials
-454
- 3.99%
$150.33 - $175.81 $68.2K - $79.8K
10.9K $1.67M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
-723
- 6.5%
$37.37 - $42.55 $27K - $30.8K
10.4K $410K
GAMB
Gambling.Com Group LTD

Consumer Cyclical
-190
- 0.53%
$11.67 - $16.75 $2.22K - $3.18K
35.7K $450K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-2.11K
- 6.06%
$14.21 - $15.67 $29.9K - $33K
32.6K $465K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-100
- 0.54%
$21.0 - $24.67 $2.1K - $2.47K
18.3K $386K
LMAT
Lemaitre Vascular Inc

Healthcare
-253
- 6.81%
$78.82 - $104.0 $19.9K - $26.3K
3.46K $290K
EVEX
Eve Holding, Inc.

Industrials
-5.71K
- 35.69%
$3.11 - $5.89 $17.7K - $33.6K
10.3K $34K
EGHT
8 X8 Inc

Technology
-11.4K
- 26.74%
$1.99 - $3.47 $22.6K - $39.5K
31.1K $62K
XLP
Consumer Staples Sector Spdr

ETFs
-681
- 0.4%
N/A
169K $12.8M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-3
- 0.03%
$28.62 - $36.65 $85.9 - $110
9.39K $268K
BRX
Brixmor Property Group Inc.

Real Estate
-2.14K
- 11.57%
N/A
16.4K $371K
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.44K
- 9.68%
$53.99 - $58.43 $77.5K - $83.8K
13.4K $771K
ZTO
Zto Express (Cayman) Inc.

Industrials
-2.68K
- 13.62%
$17.93 - $21.76 $48K - $58.2K
17K $336K
NG
Novagold Resources Inc

Basic Materials
-9.44K
- 18.78%
$2.92 - $3.57 $27.6K - $33.7K
40.8K $119K
CCSI
Consensus Cloud Solutions, Inc.

Technology
-1.63K
- 12.65%
$23.08 - $30.44 $37.7K - $49.7K
11.3K $260K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-1.19K
- 14.78%
$48.3 - $52.85 $57.6K - $63K
6.87K $351K
BANC
Banc Of California, Inc.

Financial Services
-914
- 3.44%
$12.94 - $16.52 $11.8K - $15.1K
25.6K $363K
NCA
Nuveen California Municipal Value Fund

Financial Services
-5.89K
- 19.98%
$8.41 - $8.73 $49.5K - $51.4K
23.6K $203K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-5.78K
- 6.94%
$7.06 - $9.39 $40.8K - $54.2K
77.4K $580K
ALE
Allete Inc

Utilities
-969
- 4.54%
$64.9 - $65.91 $62.9K - $63.9K
20.4K $1.34M
NOAH
Noah Holdings LTD

Financial Services
-648
- 3.78%
$9.45 - $11.82 $6.12K - $7.66K
16.5K $155K
CDLX
Cardlytics, Inc.

Communication Services
-2.35K
- 11.28%
$1.81 - $3.9 $4.26K - $9.18K
18.5K $33K
DDD
3 D Systems Corp

Technology
-7.29K
- 30.86%
$2.12 - $4.72 $15.4K - $34.4K
16.3K $34K
DNP
Dnp Select Income Fund Inc

Financial Services
-20.9K
- 13.71%
$8.93 - $9.92 $187K - $207K
132K $1.3M
AGO
Assured Guaranty LTD

Financial Services
-192
- 1.57%
$82.9 - $95.47 $15.9K - $18.3K
12K $1.06M
ELS
Equity Lifestyle Properties Inc

Real Estate
-638
- 5.76%
$64.36 - $69.32 $41.1K - $44.2K
10.4K $696K
IART
Integra Lifesciences Holdings Corp

Healthcare
-1.25K
- 6.74%
$21.13 - $26.55 $26.3K - $33.1K
17.3K $379K
TGNA
Tegna Inc

Communication Services
-1.97K
- 3.0%
$16.63 - $18.95 $32.7K - $37.3K
63.7K $1.16M
LAB
Standard Biotools Inc.

Healthcare
-8.26K
- 17.47%
$1.01 - $2.06 $8.34K - $17K
39K $42K
PEAK
Healthpeak Properties, Inc.

Real Estate
-2.05K
- 1.11%
N/A
182K $3.45M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-1.84K
- 11.29%
$16.76 - $17.69 $30.8K - $32.5K
14.4K $241K
PWFL
Power Fleet, Inc.

Technology
-7.92K
- 36.63%
N/A
13.7K $68K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-2
- 0.02%
$49.34 - $55.91 $98.7 - $112
9.25K $464K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
-100
- 0.62%
$12.32 - $18.17 $1.23K - $1.82K
16.1K $198K
Activity Summary
Buys All Purchases 2364 New Holdings 213 Increased Positions 2151 Sells All Sells 964 Reductions 964 Sold out 0 Options Calls 8 Puts 11
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