Creative Planning Sells in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IYF
Ishares Tr

ETFs
-502
- 3.27%
$99.23 - $120.99 $49.8K - $60.7K
14.8K $1.8M
MGNI
Magnite, Inc.

Communication Services
-6.59K
- 37.18%
$9.0 - $24.12 $59.3K - $159K
11.1K $268K
INOD
Innodata Inc

Technology
-1.36K
- 15.47%
$29.68 - $51.96 $40.4K - $70.8K
7.44K $381K
OZK
Bank Ozk

Financial Services
-154
- 0.75%
$37.58 - $47.34 $5.79K - $7.29K
20.4K $961K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-780
- 0.28%
$9.25 - $10.26 $7.22K - $8K
275K $2.82M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-3.99K
- 4.61%
$50.39 - $60.05 $201K - $239K
82.5K $4.95M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-411
- 4.32%
$40.95 - $57.85 $16.8K - $23.8K
9.1K $522K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-203
- 0.58%
$68.45 - $79.52 $13.9K - $16.1K
34.6K $2.75M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-13K
- 9.48%
$43.53 - $54.46 $564K - $706K
124K $6.74M
TEF
Telefonica S A

Communication Services
-1.91K
- 1.28%
$4.37 - $5.39 $8.33K - $10.3K
147K $766K
CVAC
Cure Vac N.V.

Healthcare
-17.2K
- 26.81%
$2.59 - $5.6 $44.7K - $96.6K
47.1K $255K
SA
Seabridge Gold Inc

Basic Materials
-173
- 0.63%
$9.75 - $14.93 $1.69K - $2.58K
27.4K $398K
LAD
Lithia Motors Inc

Consumer Cyclical
-43
- 2.07%
$271.94 - $339.35 $11.7K - $14.6K
2.04K $688K
MAG
Mag Silver Corp

Basic Materials
-20
- 0.15%
$12.56 - $21.63 $251 - $433
13.4K $283K
IYT
Ishares Tr U.S. Transportation

ETFs
-514
- 2.01%
$55.22 - $68.54 $28.4K - $35.2K
25.1K $1.72M
NTCT
Netscout Systems Inc

Technology
-4.6K
- 8.77%
$19.23 - $25.14 $88.5K - $116K
47.9K $1.19M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-23
- 0.07%
$26.69 - $33.44 $614 - $769
33.5K $1.1M
VERV
Verve Therapeutics, Inc.

Healthcare
-4.46K
- 21.97%
$2.97 - $11.38 $13.2K - $50.7K
15.8K $177K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-744
- 0.23%
$51.68 - $52.76 $38.4K - $39.3K
327K $17.3M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
-1.06K
- 4.77%
$17.57 - $24.45 $18.6K - $25.9K
21.2K $517K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-56
- 0.7%
$208.91 - $238.66 $11.7K - $13.4K
7.9K $1.88M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-846
- 2.18%
$26.38 - $32.66 $22.3K - $27.6K
37.9K $1.24M
AMKR
Amkor Technology, Inc.

Technology
-242
- 0.73%
$14.88 - $21.18 $3.6K - $5.13K
33K $693K
CINF
Cincinnati Financial Corp

Financial Services
-188
- 0.18%
$126.6 - $151.6 $23.8K - $28.5K
103K $15.3M
IE
Ivanhoe Electric Inc.

Basic Materials
-3.34K
- 8.68%
$4.74 - $9.91 $15.8K - $33.1K
35.2K $318K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-379
- 2.03%
$42.95 - $53.21 $16.3K - $20.2K
18.3K $973K
GIC
Global Industrial CO

Industrials
-1.82K
- 5.71%
$21.07 - $27.56 $38.4K - $50.2K
30.1K $812K
IETC
Ishares U S ETF Tr

ETFs
-26
- 0.49%
$67.28 - $94.0 $1.75K - $2.44K
5.27K $494K
PAC
Pacific Airport Group

Industrials
-9
- 0.38%
$175.11 - $238.95 $1.58K - $2.15K
2.34K $537K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-4.21K
- 9.17%
$59.57 - $75.11 $251K - $316K
41.7K $3.13M
PAVE
Global X Fds Us Infrastructure

ETFs
-6.85K
- 9.84%
$33.78 - $43.68 $232K - $299K
62.8K $2.74M
OSK
Oshkosh Corp

Industrials
-1.96K
- 11.46%
$79.17 - $113.62 $155K - $223K
15.2K $1.72M
ARKW
Ark Next Generation Internet E

ETFs
-278
- 9.57%
$82.77 - $147.9 $23K - $41.1K
2.63K $387K
LRGF
Ishares Tr

ETFs
-333
- 1.55%
$51.37 - $64.13 $17.1K - $21.4K
21.1K $1.35M
RRBI
Red River Bancshares Inc

Financial Services
-1
- 0.01%
$48.24 - $58.94 $48.2 - $58.9
16.1K $942K
BYD
Boyd Gaming Corp

Consumer Cyclical
-102
- 1.03%
$60.8 - $79.02 $6.2K - $8.06K
9.82K $768K
BKE
Buckle Inc

Consumer Cyclical
-722
- 3.44%
$33.77 - $45.57 $24.4K - $32.9K
20.2K $918K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-80
- 0.36%
$96.02 - $124.33 $7.68K - $9.95K
22K $2.53M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-3.02K
- 7.38%
$63.36 - $80.23 $191K - $242K
37.8K $3.04M
ALLY
Ally Financial Inc.

Financial Services
-64
- 0.13%
$30.09 - $38.95 $1.93K - $2.49K
49.5K $1.93M
ERJ
Embraer S.A.

Industrials
-588
- 3.96%
$40.42 - $56.91 $23.8K - $33.5K
14.3K $811K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-1.74K
- 0.35%
$25.27 - $27.14 $43.9K - $47.1K
498K $13.5M
NTNX
Nutanix, Inc.

Technology
-108
- 0.52%
$58.17 - $83.07 $6.28K - $8.97K
20.6K $1.57M
MQ
Marqeta, Inc.

Technology
-94.1K
- 23.59%
$3.71 - $5.88 $349K - $553K
305K $1.78M
EPR
Epr Properties

Real Estate
-1.67K
- 4.07%
$43.53 - $59.11 $72.7K - $98.7K
39.3K $2.29M
IEV
Ishares Tr Europe ETF

ETFs
-102
- 0.35%
$51.8 - $64.59 $5.28K - $6.59K
28.8K $1.82M
IYG
Ishares Tr

ETFs
-124
- 0.52%
$68.9 - $85.6 $8.54K - $10.6K
23.7K $2.03M
CRMD
Cor Medix Inc.

Healthcare
-8.63K
- 20.05%
$5.86 - $16.56 $50.6K - $143K
34.4K $424K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-1.21K
- 10.14%
$32.56 - $57.11 $39.2K - $68.8K
10.7K $610K
Activity Summary
Buys All Purchases 2264 New Holdings 320 Increased Positions 1944 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 36 Puts 37
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