Creative Planning Sells in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-10.8K
- 0.7%
$43.28 - $50.37 $466K - $542K
1.52M $76.1M
VCR
Vanguard Consumer Discretionar

ETFs
-59
- 0.55%
$290.42 - $364.35 $17.1K - $21.5K
10.8K $3.9M
IYY
Ishares Tr

ETFs
-1.33K
- 3.39%
$120.9 - $150.87 $161K - $201K
38K $5.74M
UI
Ubiquiti Inc.

Technology
-198
- 4.35%
$273.45 - $456.69 $54.1K - $90.4K
4.36K $1.79M
XCEM
Columbia ETF Tr Ii

ETFs
-317
- 0.35%
$26.68 - $34.18 $8.46K - $10.8K
90K $3.08M
BOTZ
Global X Fds

ETFs
-248
- 0.24%
$24.51 - $32.65 $6.08K - $8.1K
103K $3.36M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-14
- 0.02%
$37.77 - $48.45 $529 - $678
77.5K $3.75M
VFH
Vanguard Financial ETF

ETFs
-1.46K
- 1.85%
$104.87 - $127.3 $153K - $186K
77.4K $9.86M
VIS
Vanguard Industrial ETF

ETFs
-246
- 1.56%
$220.04 - $280.07 $54.1K - $68.9K
15.5K $4.34M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-2.4K
- 3.06%
$70.34 - $87.93 $169K - $211K
75.8K $6.66M
U
Unity Software Inc.

Technology
-2.99K
- 2.45%
$16.75 - $26.24 $50.1K - $78.5K
119K $2.89M
KT
Kt Corp

Communication Services
-4.58K
- 2.32%
$16.71 - $20.78 $76.5K - $95.1K
193K $4.01M
ACM
Aecom

Industrials
-63
- 0.24%
$87.19 - $113.06 $5.49K - $7.12K
25.7K $2.9M
CASY
Caseys General Stores Inc

Consumer Cyclical
-388
- 3.91%
$415.82 - $510.91 $161K - $198K
9.54K $4.87M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-51.4K
- 0.74%
$32.62 - $33.58 $1.68M - $1.73M
6.92M $232M
BMO
Bank Of Montreal

Financial Services
-847
- 1.72%
$87.54 - $110.63 $74.1K - $93.7K
48.5K $5.36M
VONE
Vanguard Russell 1000 ETF

ETFs
-60
- 0.23%
$225.48 - $280.86 $13.5K - $16.9K
26.1K $7.33M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.11K
- 0.87%
$73.0 - $85.5 $80.7K - $94.5K
126K $10.6M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.26K
- 1.24%
$108.87 - $133.04 $137K - $167K
99.9K $13.3M
ATI
Allegheny Technologies Inc

Industrials
-1.2K
- 5.01%
$41.97 - $86.8 $50.2K - $104K
22.7K $1.96M
IGV
Ishares Expanded Tech Software

ETFs
-580
- 1.52%
$80.15 - $109.5 $46.5K - $63.5K
37.7K $4.13M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-133
- 0.2%
$97.68 - $121.38 $13K - $16.1K
65.4K $7.94M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-519
- 3.22%
$224.32 - $326.09 $116K - $169K
15.6K $5.08M
MCO
Moodys Corp

Financial Services
-510
- 1.81%
$396.7 - $501.59 $202K - $256K
27.7K $13.9M
EFV
Msci Eafe Value ETF

ETFs
-3.19K
- 1.5%
$52.4 - $64.65 $167K - $206K
210K $13.3M
NXPI
Nxp Semiconductors N.V.

Technology
-2.83K
- 5.8%
$153.5 - $218.72 $434K - $619K
45.9K $10M
VONG
Vanguard Russell 1000 Growth E

ETFs
-11.1K
- 9.08%
$82.51 - $109.2 $914K - $1.21M
111K $12.1M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-7.43K
- 3.78%
$73.7 - $90.98 $548K - $676K
189K $17.2M
SOXX
Ishares Semiconductor ETF

ETFs
-700
- 3.51%
$154.86 - $239.07 $108K - $167K
19.2K $4.59M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-1.53K
- 8.94%
$49.95 - $128.54 $76.6K - $197K
15.6K $1.94M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.8K
- 1.76%
$152.42 - $182.82 $275K - $330K
101K $18.4M
FNDC
Schwab Fundamental Intl Small

ETFs
-540
- 0.34%
$32.97 - $42.05 $17.8K - $22.7K
159K $6.68M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-739
- 3.31%
$144.94 - $210.94 $107K - $156K
21.6K $4.56M
DFAX
Dimensional ETF Tr
-9.89K
- 2.41%
$23.37 - $29.39 $231K - $291K
400K $11.8M
ITA
Ishares Tr

ETFs
-649
- 1.89%
$135.31 - $188.64 $87.8K - $122K
33.7K $6.35M
DASH
Door Dash, Inc.

Communication Services
-23.1K
- 21.5%
$163.16 - $246.51 $3.77M - $5.69M
84.4K $20.8M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-14.7K
- 4.51%
$28.98 - $37.18 $427K - $548K
312K $11.6M
DVYE
Ishares Emerging Markets Divid

ETFs
-12K
- 1.09%
$23.95 - $29.03 $287K - $348K
1.09M $31.3M
TWLO
Twilio Inc

Communication Services
-107
- 0.22%
$81.34 - $124.36 $8.7K - $13.3K
48.5K $6.04M
DOV
Dover Corp

Industrials
-3.14K
- 1.26%
$151.14 - $186.7 $475K - $587K
245K $45M
MELI
Mercadolibre Inc

Consumer Cyclical
-880
- 16.18%
$1794.73 - $2613.63 $1.58M - $2.3M
4.56K $11.9M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-3.35K
- 4.27%
$113.67 - $150.4 $380K - $503K
75K $11.3M
NSC
Norfolk Southern Corp

Industrials
-18
- 0.03%
$206.34 - $257.46 $3.71K - $4.63K
70.7K $18.1M
QCOM
Qualcomm Inc

Technology
-7.11K
- 1.53%
$124.66 - $159.48 $886K - $1.13M
459K $73M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-435
- 1.01%
$180.84 - $240.32 $78.7K - $105K
42.7K $10.3M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-5.15K
- 2.5%
$65.04 - $82.18 $335K - $423K
201K $16.5M
IFRA
Ishares Tr

ETFs
-5.25K
- 1.17%
$40.97 - $49.19 $215K - $258K
442K $21.8M
CAR
Avis Budget Group, Inc.

Industrials
-5.42K
- 19.91%
$62.86 - $179.3 $341K - $973K
21.8K $3.69M
DFAI
Dimensional ETF Tr

ETFs
-12.5K
- 1.83%
$28.02 - $34.71 $350K - $434K
669K $23.1M
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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