Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COPX
Global X Copper Miners ETF

ETFs
-910
- 2.83%
$37.72 - $43.32 $34.3K - $39.4K
31.2K $1.22M
SLGN
Silgan Holdings Inc

Consumer Cyclical
-63
- 1.56%
$48.82 - $56.15 $3.08K - $3.54K
3.96K $202K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-271
- 0.12%
$36.63 - $37.45 $9.93K - $10.1K
225K $8.27M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-170
- 3.11%
$59.15 - $62.71 $10.1K - $10.7K
5.3K $326K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-79
- 1.57%
N/A
4.94K $369K
TRP
Tc Energy Corp

Energy
-815
- 1.7%
$44.29 - $49.27 $36.1K - $40.2K
47.3K $2.23M
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
-1.58K
- 9.69%
$7.72 - $9.01 $12.2K - $14.3K
14.8K $123K
MXI
Ishares Global Materials ETF

ETFs
-439
- 5.78%
$77.39 - $84.98 $34K - $37.3K
7.16K $584K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
-379
- 1.05%
$0.17 - $0.42 $64.4 - $159
35.7K $6K
SVM
Silvercorp Metals Inc

Basic Materials
-10.5K
- 25.19%
$2.94 - $4.19 $30.8K - $43.9K
31.1K $120K
YY
Joyy Inc.

Communication Services
-131
- 1.9%
$38.19 - $52.08 $5K - $6.82K
6.77K $284K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-1.03K
- 4.62%
$25.21 - $26.38 $26K - $27.3K
21.3K $562K
USM
United States Cellular Corp

Communication Services
-714
- 9.81%
$60.78 - $69.95 $43.4K - $49.9K
6.56K $453K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-555
- 0.61%
$2.1 - $2.18 $1.17K - $1.21K
90.8K $192K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-250
- 2.26%
$8.38 - $8.86 $2.1K - $2.22K
10.8K $90K
SWX
Southwest Gas Holdings, Inc.

Utilities
-249
- 1.8%
$68.42 - $78.18 $17K - $19.5K
13.6K $975K
GAL
Ssga Active ETF Tr

ETFs
-313
- 1.66%
$43.75 - $45.8 $13.7K - $14.3K
18.5K $828K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-8.44K
- 5.97%
$51.39 - $57.43 $434K - $485K
133K $7.38M
WB
Weibo Corp

Communication Services
-75
- 0.56%
$8.88 - $11.34 $666 - $851
13.3K $126K
IBN
Icici Bank LTD

Financial Services
-2.72K
- 5.39%
$27.55 - $31.67 $74.9K - $86K
47.7K $1.5M
ALX
Alexanders Inc

Real Estate
-54
- 5.01%
$185.64 - $219.2 $10K - $11.8K
1.02K $214K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-792
- 6.97%
$32.66 - $36.43 $25.9K - $28.9K
10.6K $370K
COLL
Collegium Pharmaceutical, Inc

Healthcare
-509
- 3.96%
$28.04 - $33.91 $14.3K - $17.3K
12.4K $368K
America Movil Sab De Cv
-497
- 0.43%
N/A
116K $0
Veren Inc
-3.97K
- 20.49%
N/A
15.4K $0
Calibercos Inc
-10K
- 46.66%
N/A
11.4K $0
Amentum Holdings Inc
-594
- 3.0%
N/A
19.2K $0
Brookfield Infrastructure CO
-2.48K
- 8.18%
N/A
27.9K $0
VUSB
Vanguard Bd Index Fds
-2.89K
- 4.54%
N/A
60.7K $0
Atmus Filtration Technologie
-540
- 7.81%
N/A
6.38K $0
BFA
Brown Forman Corp Cl A
-283
- 4.34%
N/A
6.24K $0
Fidelity Covington Trust
-1.26K
- 6.83%
N/A
17.2K $0
Bank America Corp
-121
- 40.07%
N/A
181 $0
Amplify ETF Tr
-1.48K
- 26.16%
N/A
4.18K $0
STRV
Ea Ser Tr Strive 500 ETF
-5.19K
- 5.42%
N/A
90.6K $0
Fidelis Insurance Holdings L
-6.93K
- 32.7%
N/A
14.3K $0
Mac Copper Limited
-3.95K
- 27.42%
N/A
10.5K $0
Sunrise Communications Ag
-210
- 2.91%
N/A
7K $0
CRH.L
Crh PLC

Basic Materials
-411
- 1.16%
N/A
34.9K $0
Anglogold Ashanti PLC
-171
- 1.05%
N/A
16.1K $0
Siriusxm Holdings Inc
-1.8K
- 1.78%
N/A
99.5K $0
Diversified Energy Company P
-17.7K
- 56.69%
N/A
13.6K $0
Wells Fargo CO New
-91
- 22.25%
N/A
318 $0
Smurfit Westrock PLC
-2.27K
- 9.33%
N/A
22.1K $0
LENB
Lennar Corporation Cl B
-44
- 0.61%
N/A
7.14K $0
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-13
- 0.18%
$51.94 - $55.24 $675 - $718
7.2K $383K
Aegon LTD
-3.06K
- 0.88%
N/A
346K $0
Abrdn Asia Pacific Income Fu
-2.02K
- 9.25%
N/A
19.8K $0
Vishay Intertechnology Inc
-58K
- 5.12%
N/A
1.07M $0
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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