Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MIST
Milestone Pharmaceuticals Inc.

Healthcare
-770
- 5.43%
$0.8 - $2.41 $616 - $1.86K
13.4K $10K
PHG
Koninklijke Philips Nv

Healthcare
-1.1K
- 1.76%
$24.92 - $28.61 $27.4K - $31.4K
61.3K $1.56M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-225
- 5.62%
$94.86 - $97.12 $21.3K - $21.9K
3.78K $360K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-150
- 3.96%
$120.5 - $145.97 $18.1K - $21.9K
3.64K $479K
CPT
Camden Property Trust

Real Estate
-660
- 6.89%
$109.16 - $125.53 $72K - $82.8K
8.92K $1.09M
DHC
Diversified Healthcare Trust

Real Estate
-10.4K
- 25.13%
$2.04 - $2.83 $21.3K - $29.5K
31.1K $74K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-1.51K
- 8.04%
$14.22 - $14.83 $21.4K - $22.3K
17.2K $248K
ERII
Energy Recovery, Inc.

Industrials
-3.5K
- 11.52%
$14.06 - $16.83 $49.2K - $58.9K
26.9K $426K
OLP
One Liberty Properties Inc

Real Estate
-353
- 3.26%
$25.14 - $27.51 $8.87K - $9.71K
10.5K $274K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-105
- 0.54%
$24.88 - $26.85 $2.61K - $2.82K
19.2K $485K
ATAI
Atai Life Sciences N.V.

Healthcare
-14.7K
- 52.85%
$1.33 - $2.55 $19.6K - $37.5K
13.1K $17K
ILCV
Ishares Morningstar Value ETF

ETFs
-262
- 5.33%
$79.37 - $85.24 $20.8K - $22.3K
4.65K $378K
GGT
Gabelli Multimedia Trust Inc.

Financial Services
-4.42K
- 26.51%
$4.49 - $4.91 $19.8K - $21.7K
12.2K $56K
OHI
Omega Healthcare Investors Inc

Real Estate
-745
- 1.53%
$35.7 - $38.33 $26.6K - $28.6K
47.8K $1.82M
PBT
Permian Basin Royalty Trust

Energy
-98
- 0.74%
$9.67 - $12.15 $948 - $1.19K
13.1K $129K
BRSP
Bright Spire Capital, Inc.

Real Estate
-2.69K
- 13.63%
$5.48 - $6.23 $14.7K - $16.7K
17K $94K
ESS
Essex Property Trust, Inc.

Real Estate
-61
- 0.89%
N/A
6.78K $1.85M
HNDL
Strategy Shs

ETFs
-139
- 0.24%
$20.7 - $21.8 $2.88K - $3.03K
57.9K $1.22M
BIGZ
Black Rock Innovation & Growth Trust
-694
- 5.02%
$6.4 - $8.25 $4.44K - $5.73K
13.1K $86K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-143
- 3.18%
$55.12 - $62.6 $7.88K - $8.95K
4.35K $245K
FTI
Technip Fmc PLC

Energy
-2.87K
- 10.58%
$25.3 - $32.57 $72.6K - $93.5K
24.3K $768K
AVRE
American Centy ETF Tr Avantis
-1.04K
- 3.69%
$40.62 - $44.31 $42.4K - $46.3K
27.2K $1.17M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-2.19K
- 17.11%
$5.3 - $5.75 $11.6K - $12.6K
10.6K $57K
BAK
Braskem Sa

Basic Materials
-3.87K
- 15.49%
$3.48 - $5.04 $13.5K - $19.5K
21.1K $81K
EQC
Equity Commonwealth

Real Estate
-6.99K
- 37.47%
$1.59 - $1.86 $11.1K - $13K
11.7K $18K
HSII
Heidrick & Struggles International Inc

Industrials
-30
- 0.37%
$39.61 - $46.83 $1.19K - $1.4K
8.08K $345K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-358
- 6.75%
$42.93 - $44.71 $15.4K - $16K
4.94K $216K
BB
Blackberry LTD

Technology
-3.54K
- 11.06%
$3.68 - $6.07 $13K - $21.5K
28.5K $107K
FCG
First Tr Exchange Traded Fd

ETFs
-574
- 4.67%
$22.37 - $27.09 $12.8K - $15.5K
11.7K $290K
BRKL
Brookline Bancorp Inc

Financial Services
-183
- 1.75%
$10.72 - $12.69 $1.96K - $2.32K
10.3K $112K
BTEGF
Baytex Energy Corp.

Energy
-3K
- 6.32%
N/A
44.4K $161K
HOUS
Anywhere Real Estate Inc.

Real Estate
-3.66K
- 8.36%
$2.78 - $3.92 $10.2K - $14.4K
40.1K $133K
BSRR
Sierra Bancorp

Financial Services
-132
- 1.75%
$27.52 - $32.22 $3.63K - $4.25K
7.4K $206K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-1.05K
- 8.86%
$14.48 - $16.6 $15.2K - $17.4K
10.8K $160K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-1.29K
- 3.78%
$12.06 - $13.55 $15.6K - $17.5K
32.8K $417K
TV
Grupo Televisa, S.A.B.

Communication Services
-6.49K
- 22.63%
$1.68 - $2.17 $10.9K - $14.1K
22.2K $38K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-501
- 1.43%
$8.24 - $8.68 $4.13K - $4.35K
34.6K $285K
LANC
Lancaster Colony Corp

Consumer Defensive
-106
- 2.16%
$166.07 - $196.44 $17.6K - $20.8K
4.81K $841K
ATSG
Air Transport Services Group, Inc.

Industrials
-732
- 4.92%
$21.97 - $22.44 $16.1K - $16.4K
14.1K $317K
GPC
Genuine Parts CO

Consumer Cyclical
-930
- 2.16%
$115.91 - $129.02 $108K - $120K
42.1K $5.01M
WTI
W&T Offshore Inc

Energy
-2.71K
- 8.24%
$1.44 - $1.89 $3.9K - $5.11K
30.1K $46K
VNRX
Volitionrx LTD

Healthcare
-13.2K
- 56.68%
$0.51 - $0.67 $6.71K - $8.81K
10.1K $5K
DOUG
Douglas Elliman Inc.

Real Estate
-5K
- 33.16%
$1.55 - $2.18 $7.75K - $10.9K
10.1K $17K
RXT
Rackspace Technology, Inc.

Technology
-901
- 6.98%
$1.65 - $2.96 $1.49K - $2.67K
12K $20K
KOPN
Kopin Corp

Technology
-550
- 3.55%
$0.93 - $2.03 $512 - $1.12K
14.9K $13K
SGMO
Sangamo Therapeutics, Inc

Healthcare
-679
- 3.45%
$0.66 - $1.37 $448 - $930
19K $12K
LADR
Ladder Capital Corp

Real Estate
-1.53K
- 3.77%
$10.81 - $11.87 $16.5K - $18.2K
39K $445K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-199
- 3.5%
$47.27 - $50.52 $9.41K - $10.1K
5.48K $267K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
-11.6K
- 48.03%
$0.45 - $0.72 $5.22K - $8.36K
12.6K $5K
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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