Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JKHY
Henry Jack & Associates Inc

Technology
-320
- 1.32%
$166.47 - $191.28 $53.3K - $61.2K
23.9K $4.37M
ZS
Zscaler, Inc.

Technology
-10.1K
- 8.57%
$181.66 - $216.87 $1.84M - $2.19M
108K $21.4M
CSGS
Csg Systems International Inc

Technology
-53
- 0.41%
$49.81 - $66.73 $2.64K - $3.54K
12.9K $782K
PAA
Plains All American Pipeline LP

Energy
-3.6K
- 5.45%
$17.32 - $20.96 $62.4K - $75.5K
62.4K $1.25M
MIDD
Middleby Corp

Industrials
-18
- 0.24%
$133.93 - $172.89 $2.41K - $3.11K
7.57K $1.15M
FUBO
Fubo Tv Inc.

Communication Services
-15K
- 14.25%
$1.41 - $5.46 $21.2K - $82.1K
90.4K $264K
CBOE
Cboe Global Markets, Inc.

Financial Services
-765
- 7.54%
$190.84 - $226.29 $146K - $173K
9.38K $2.12M
INTF
Ishares Tr

ETFs
-104
- 0.15%
$28.43 - $31.96 $2.96K - $3.32K
71.4K $2.2M
DRD
Drdgold LTD

Basic Materials
-24
- 0.11%
$8.63 - $15.47 $207 - $371
22.5K $348K
MAA
Mid America Apartment Communities Inc.

Real Estate
-558
- 2.91%
$146.9 - $170.92 $82K - $95.4K
18.6K $3.11M
VDC
Vanguard Consumer Staples ETF

ETFs
-10
- 0.05%
$206.54 - $226.16 $2.07K - $2.26K
21.8K $4.77M
MT
Arcelor Mittal

Basic Materials
-9.14K
- 12.29%
$21.82 - $33.93 $199K - $310K
65.2K $1.88M
PAAS
Pan American Silver Corp

Basic Materials
-2.17K
- 5.49%
$20.61 - $26.7 $44.7K - $57.9K
37.3K $963K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-36
- 0.41%
$111.19 - $129.47 $4K - $4.66K
8.68K $1.12M
IEV
Ishares Tr Europe ETF

ETFs
-66
- 0.23%
$51.89 - $60.68 $3.42K - $4K
28.9K $1.68M
FINV
Fin Volution Group

Financial Services
-1.15K
- 1.72%
$6.58 - $10.72 $7.59K - $12.4K
65.8K $633K
WTRG
Essential Utilities, Inc.

Utilities
-1.92K
- 2.36%
$33.49 - $40.57 $64.2K - $77.7K
79.4K $3.14M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.48K
- 0.71%
$69.87 - $75.62 $104K - $112K
206K $15M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-1.43K
- 0.99%
$12.61 - $14.92 $18K - $21.3K
143K $2.06M
SGOL
Abrdn Gold ETF Trust

ETFs
-3.69K
- 5.66%
$25.14 - $29.82 $92.7K - $110K
61.4K $1.83M
UGI
Ugi Corp

Utilities
-1.69K
- 3.17%
$28.0 - $34.16 $47.3K - $57.7K
51.5K $1.7M
AGI
Alamos Gold Inc

Basic Materials
-1.29K
- 4.22%
$18.69 - $26.74 $24.1K - $34.5K
29.3K $782K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.98K
- 1.62%
$100.59 - $103.47 $300K - $309K
182K $18.8M
KT
Kt Corp

Communication Services
-13.1K
- 6.24%
$15.57 - $18.63 $205K - $245K
198K $3.5M
AMRN
Amarin Corp Plcuk

Healthcare
-26.8K
- 48.38%
$0.4 - $8.96 $10.7K - $240K
28.6K $256K
OUNZ
Van Eck Merk Gold Trust

ETFs
-1.84K
- 2.93%
$25.41 - $30.14 $46.9K - $55.6K
61K $1.84M
WTW
Willis Towers Watson PLC

Financial Services
-220
- 1.76%
$306.61 - $340.78 $67.5K - $75K
12.3K $4.16M
SSRM
Ssr Mining Inc.

Basic Materials
-1.41K
- 1.57%
$7.06 - $11.21 $9.98K - $15.8K
88.6K $888K
BNL
Broadstone Net Lease, Inc.

Real Estate
-22.2K
- 3.95%
$15.2 - $17.25 $338K - $384K
542K $9.23M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-7.67K
- 3.08%
$34.32 - $37.26 $263K - $286K
242K $8.79M
CINF
Cincinnati Financial Corp

Financial Services
-734
- 0.71%
$133.67 - $147.81 $98.1K - $108K
103K $15.2M
MP
Mp Materials Corp.

Basic Materials
-471
- 1.04%
$16.39 - $26.93 $7.72K - $12.7K
44.8K $1.09M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.41K
- 0.65%
$48.43 - $49.9 $117K - $120K
370K $18.5M
MNST
Monster Beverage Corp

Consumer Defensive
-2.54K
- 2.59%
$46.16 - $58.58 $117K - $149K
95.8K $5.61M
GOLD
Barrick Gold Corp

Basic Materials
-4.99K
- 3.42%
$15.45 - $19.56 $77K - $97.5K
141K $2.73M
VDE
Vanguard Energy ETF

ETFs
-693
- 1.01%
$119.14 - $132.76 $82.6K - $92K
67.6K $8.77M
OGE
Oge Energy Corp.

Utilities
-1.58K
- 1.3%
$39.76 - $46.32 $62.7K - $73K
119K $5.49M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-197K
- 4.2%
$59.28 - $66.1 $11.7M - $13M
4.5M $286M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-710
- 0.13%
$21.48 - $22.98 $15.3K - $16.3K
545K $12.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-574K
- 2.47%
$37.07 - $40.63 $21.3M - $23.3M
22.7M $893M
AEE
Ameren Corp

Utilities
-2.68K
- 2.71%
$86.87 - $103.67 $233K - $278K
96.2K $9.66M
DISV
Dimensional ETF Tr Dimensional

ETFs
-20.1K
- 3.27%
$26.09 - $30.21 $523K - $606K
593K $17.3M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-3.42K
- 1.72%
$53.69 - $62.68 $184K - $215K
196K $11.8M
FLV
American Centy ETF Tr Focused

ETFs
-8.47K
- 1.5%
$65.71 - $70.81 $557K - $600K
555K $38.8M
AVDE
American Centy ETF Tr Avantis

ETFs
-39.5K
- 5.06%
$60.63 - $68.55 $2.4M - $2.71M
741K $49.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-29.3K
- 0.8%
$126.11 - $135.06 $3.7M - $3.96M
3.62M $467M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-44.3K
- 2.39%
$23.92 - $26.89 $1.06M - $1.19M
1.81M $46.6M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-19.7K
- 1.49%
$33.57 - $37.22 $662K - $734K
1.3M $46.8M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-47.6K
- 2.14%
$39.65 - $43.35 $1.89M - $2.06M
2.18M $91.9M
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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