Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STXK
Ea Ser Tr Strive 2000 ETF
-259
- 2.46%
N/A
10.3K $0
Calumet Inc
-289
- 0.67%
N/A
43K $0
Ftai Aviation LTD
-1.08K
- 3.3%
N/A
31.7K $0
Trust For Professional Manag
-20.5K
- 14.01%
N/A
126K $0
Perspective Therapeutics Inc
-30
- 0.07%
N/A
40.2K $0
Rbb Fd Inc
-226
- 5.37%
N/A
3.99K $0
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-242
- 1.89%
$13.34 - $13.81 $3.23K - $3.34K
12.6K $171K
JGRO
J P Morgan Exchange Traded Fd
-6.18K
- 66.07%
N/A
3.18K $0
Genelux Corporation
-844
- 1.96%
N/A
42.2K $0
T Rowe Price ETF Inc
-27
- 0.14%
N/A
19.5K $0
Super Micro Computer Inc
-28.5K
- 18.33%
N/A
127K $0
FAN
First Tr Exchange Traded Fd Ii
-4.67K
- 27.23%
N/A
12.5K $0
FSCO
Fs Cr Opportunities Corp Com
-662
- 0.57%
N/A
115K $0
South Plains Financial Inc
-8.16K
- 45.13%
N/A
9.92K $0
SPXV
Proshares Tr S&P 500 Ex Health
-3.85K
- 12.28%
N/A
27.5K $0
Solventum Corp
-112
- 0.42%
N/A
26.5K $0
Rbb Fd Inc
-33
- 0.16%
N/A
20.1K $0
Rbb Fd Inc
-3.79K
- 7.87%
N/A
44.3K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-429
- 4.75%
N/A
8.61K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-4.77K
- 4.76%
N/A
95.4K $0
Intuitive Machines Inc
-4.07K
- 14.76%
N/A
23.5K $0
Concentra Group Holdings Par
-1.46K
- 7.98%
N/A
16.8K $0
ACWF
Ishares Msci Global Multifacto

ETFs
-504
- 2.11%
N/A
23.4K $0
Core Laboratories Inc
-24.8K
- 44.05%
N/A
31.5K $0
Lithium Amers Corp New
-8.27K
- 16.68%
N/A
41.3K $0
Healthcare Rlty Tr
-13.4K
- 10.35%
N/A
116K $0
Core Scientific Inc New
-15.1K
- 34.53%
N/A
28.7K $0
Fidelity Covington Trust
-3.79K
- 18.61%
N/A
16.6K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
-652
- 8.16%
N/A
7.34K $0
Ea Series Trust
-9
- 0.1%
N/A
9.11K $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-2.83K
- 4.37%
N/A
62K $0
PDT
John Hancock Premium Dividend Fund

Financial Services
-184
- 1.5%
$12.43 - $13.08 $2.29K - $2.41K
12.1K $157K
MSM
Msc Industrial Direct CO Inc

Industrials
-140
- 3.7%
$74.45 - $83.08 $10.4K - $11.6K
3.64K $283K
CNO
Cno Financial Group, Inc.

Financial Services
-913
- 10.31%
$35.99 - $42.34 $32.9K - $38.7K
7.95K $330K
INVA
Innoviva, Inc.

Healthcare
-1.1K
- 3.85%
$17.21 - $18.98 $18.9K - $20.9K
27.5K $497K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
-1.09K
- 4.98%
$9.92 - $11.41 $10.8K - $12.4K
20.7K $223K
IAK
Ishares Tr

ETFs
-120
- 7.01%
$121.85 - $137.9 $14.6K - $16.5K
1.59K $219K
GROY
Gold Royalty Corp.

Basic Materials
-150
- 0.9%
$1.2 - $1.56 $180 - $234
16.6K $23K
ALLY
Ally Financial Inc.

Financial Services
-503
- 1.0%
$32.99 - $40.09 $16.6K - $20.2K
49.6K $1.81M
PICK
Ishares Inc Msci Global Select

ETFs
-183
- 1.31%
$34.93 - $38.35 $6.39K - $7.02K
13.8K $495K
TVTX
Travere Therapeutics, Inc.

Healthcare
-357
- 1.4%
$17.07 - $23.75 $6.09K - $8.48K
25.1K $449K
TEF
Telefonica S A

Communication Services
-21.6K
- 12.71%
$3.89 - $4.73 $84.1K - $102K
148K $691K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-107
- 0.99%
$38.89 - $41.6 $4.16K - $4.45K
10.8K $435K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-338
- 0.81%
$12.04 - $13.32 $4.07K - $4.5K
41.2K $517K
LOGI
Logitech International S.A.

Technology
-729
- 2.15%
$81.64 - $105.06 $59.5K - $76.6K
33.1K $2.8M
GUT
Gabelli Utility Trust

Financial Services
-1.85K
- 2.96%
$5.11 - $5.55 $9.46K - $10.3K
60.6K $323K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
-50
- 0.53%
$21.34 - $23.86 $1.07K - $1.19K
9.46K $215K
XLB
Select Sector Spdr Fd Material

ETFs
-632
- 1.83%
$83.19 - $90.99 $52.6K - $57.5K
34K $2.92M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-32
- 0.42%
$52.16 - $56.68 $1.67K - $1.81K
7.63K $424K
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email