Creative Planning Sells in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
-2.67K
- 4.46%
$2.29 - $10.9 $6.12K - $29.1K
57.3K $549K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-136
- 0.65%
$49.85 - $64.51 $6.78K - $8.77K
20.8K $1.34M
PCT
Pure Cycle Technologies, Inc.

Industrials
-2.62K
- 8.3%
$5.57 - $14.12 $14.6K - $37K
28.9K $396K
VOX
Vanguard Communication Service

ETFs
-917
- 6.19%
$133.12 - $171.03 $122K - $157K
13.9K $2.38M
FDBC
Fidelity D & D Bancorp Inc

Financial Services
-7
- 0.02%
$37.43 - $46.0 $262 - $322
40.8K $1.88M
SITM
Sitime Corp

Technology
-1.25K
- 16.6%
$116.79 - $241.6 $145K - $301K
6.25K $1.33M
VMI
Valmont Industries Inc

Industrials
-564
- 6.27%
$263.86 - $333.86 $149K - $188K
8.43K $2.75M
MAIN
Main Street Capital Corp

Financial Services
-72
- 0.1%
$49.15 - $59.32 $3.54K - $4.27K
75.3K $4.45M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-995
- 4.78%
$61.92 - $81.5 $61.6K - $81.1K
19.8K $1.61M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-949
- 6.06%
$28.15 - $47.93 $26.7K - $45.5K
14.7K $704K
BANF
Bancfirst Corp

Financial Services
-37
- 0.24%
$100.43 - $129.96 $3.72K - $4.81K
15.1K $1.87M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-459
- 1.38%
$70.44 - $86.87 $32.3K - $39.9K
32.8K $2.85M
GTLS
Chart Industries Inc

Industrials
-318
- 2.47%
$115.08 - $175.5 $36.6K - $55.8K
12.6K $2.07M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-2.71K
- 13.07%
$29.19 - $50.24 $79K - $136K
18K $904K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-12.7K
- 3.52%
$15.5 - $20.28 $196K - $257K
347K $7.04M
BE
Bloom Energy Corp

Industrials
-676
- 1.24%
$16.32 - $23.92 $11K - $16.2K
54K $1.29M
LECO
Lincoln Electric Holdings Inc

Industrials
-271
- 1.8%
$167.18 - $211.38 $45.3K - $57.3K
14.8K $3.06M
MGV
Vanguard Mega Cap Value

ETFs
-206
- 0.2%
$114.87 - $131.25 $23.7K - $27K
103K $13.6M
INTF
Ishares Tr

ETFs
-671
- 0.94%
$27.6 - $34.51 $18.5K - $23.2K
70.7K $2.42M
TXT
Textron Inc

Industrials
-1.88K
- 4.06%
$60.72 - $80.34 $114K - $151K
44.4K $3.57M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-1.7K
- 8.41%
$67.28 - $97.53 $114K - $166K
18.5K $1.81M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-2.03K
- 3.6%
$55.73 - $68.72 $113K - $139K
54.3K $3.73M
TRS
Trimas Corp

Consumer Cyclical
-442
- 0.97%
$19.9 - $28.61 $8.8K - $12.6K
45.3K $1.3M
QLYS
Qualys, Inc.

Technology
-13
- 0.1%
$115.21 - $142.87 $1.5K - $1.86K
13.5K $1.93M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-3.85K
- 7.42%
$50.48 - $64.85 $194K - $250K
48K $3.11M
NPO
Enpro Industries, Inc

Industrials
-43
- 0.52%
$137.27 - $193.1 $5.9K - $8.3K
8.3K $1.59M
SBSW
Sibanye Stillwater LTD

Basic Materials
-6.19K
- 5.55%
$3.22 - $7.55 $19.9K - $46.7K
105K $760K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.73K
- 1.36%
$35.77 - $42.27 $97.7K - $115K
198K $8.39M
THFF
First Financial Corp

Financial Services
-1.35K
- 2.12%
$42.72 - $54.21 $57.7K - $73.2K
62.3K $3.38M
QLD
Proshares Ultra Qqq

ETFs
-7.77K
- 19.09%
$69.34 - $117.71 $539K - $915K
32.9K $3.88M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-876
- 1.82%
$75.29 - $91.16 $66K - $79.9K
47.2K $4.26M
IWL
Ishares Tr Russell 200 ETF

ETFs
-106
- 0.59%
$122.36 - $153.12 $13K - $16.2K
17.9K $2.73M
OMF
One Main Holdings, Inc.

Financial Services
-3.55K
- 6.09%
$40.42 - $57.0 $143K - $202K
54.7K $3.12M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-3.28K
- 4.47%
$41.45 - $54.46 $136K - $178K
70K $3.65M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-11.4K
- 23.93%
$40.51 - $71.03 $463K - $811K
36.3K $2.55M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-3.05K
- 2.7%
$52.8 - $63.87 $161K - $195K
110K $7.03M
SYF
Synchrony Financial

Financial Services
-2.53K
- 7.53%
$43.81 - $66.74 $111K - $169K
31.1K $2.08M
TPC
Tutor Perini Corp

Industrials
-3.36K
- 17.39%
$19.63 - $46.85 $65.9K - $157K
15.9K $745K
IWC
Russell Micro Cap ETF

ETFs
-5.47K
- 9.05%
$97.43 - $127.66 $533K - $698K
55K $7.02M
EWJ
Ishares Msci Japan ETF

ETFs
-281
- 0.51%
$61.32 - $75.28 $17.2K - $21.2K
54.4K $4.08M
HEI
Heico Corp

Industrials
-348
- 4.77%
$236.44 - $328.0 $82.3K - $114K
6.95K $2.28M
PRIM
Primoris Services Corp

Industrials
-398
- 2.24%
$52.66 - $80.05 $21K - $31.9K
17.4K $1.36M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-881
- 0.19%
$105.23 - $109.61 $92.7K - $96.6K
470K $51.5M
EFG
Msci Eafe Growth ETF

ETFs
-13K
- 8.71%
$89.8 - $112.0 $1.17M - $1.46M
137K $15.3M
ETWO
E2open Parent Holdings, Inc.

Technology
-2.95K
- 1.05%
$1.87 - $3.24 $5.51K - $9.55K
279K $900K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-231
- 0.19%
$33.13 - $40.67 $7.65K - $9.39K
124K $5.06M
DKNG
Draft Kings Inc.

Consumer Cyclical
-8.33K
- 11.33%
$31.67 - $42.89 $264K - $357K
65.2K $2.8M
IGM
Ishares Expanded Tech Sector E

ETFs
-4.44K
- 11.26%
$79.8 - $112.34 $354K - $498K
35K $3.93M
MMM
3 M CO

Industrials
-4.08K
- 2.21%
$126.09 - $154.15 $514K - $628K
180K $27.4M
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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