Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SFL
Sfl Corp Ltd.

Industrials
-4.26K
- 6.39%
$8.11 - $11.12 $34.5K - $47.3K
62.4K $511K
EVH
Evolent Health, Inc.

Healthcare
-3.24K
- 4.15%
$8.55 - $12.6 $27.7K - $40.9K
74.9K $709K
VRRM
Verra Mobility Corp

Industrials
-5.33K
- 19.06%
$19.76 - $26.87 $105K - $143K
22.6K $508K
JNPR
Juniper Networks Inc

Technology
-3.73K
- 14.83%
$34.38 - $39.03 $128K - $145K
21.4K $774K
XCEM
Columbia ETF Tr Ii

ETFs
-5.42K
- 5.66%
$29.18 - $30.72 $158K - $166K
90.3K $2.67M
HEFA
Ishares Currency Hedged Msci E

ETFs
-5.75K
- 20.16%
$34.83 - $37.52 $200K - $216K
22.8K $825K
RDW
Redwire Corp

Industrials
-1.48K
- 7.9%
$8.29 - $25.66 $12.2K - $37.8K
17.2K $142K
CBZ
Cbiz, Inc.

Industrials
-224
- 0.91%
$68.46 - $88.65 $15.3K - $19.9K
24.3K $1.84M
PWP
Perella Weinberg Partners

Financial Services
-2.09K
- 9.05%
$18.4 - $26.41 $38.4K - $55.1K
21K $385K
CRAI
Cra International, Inc.

Industrials
-591
- 13.7%
$172.33 - $210.97 $102K - $125K
3.72K $644K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-10.3K
- 33.99%
$12.94 - $14.29 $133K - $147K
20K $262K
FNKO
Funko, Inc.

Consumer Cyclical
-2.44K
- 11.02%
$6.65 - $14.5 $16.2K - $35.4K
19.7K $135K
SAFT
Safety Insurance Group Inc

Financial Services
-1.76K
- 27.57%
$75.27 - $82.53 $132K - $145K
4.61K $363K
ZD
Ziff Davis, Inc.

Communication Services
-102
- 1.11%
$37.58 - $55.5 $3.83K - $5.66K
9.12K $342K
SEIC
Sei Investments CO

Financial Services
-1.42K
- 14.18%
$72.08 - $86.58 $102K - $123K
8.61K $668K
UBSI
United Bankshares Inc

Financial Services
-196
- 0.37%
$34.03 - $39.27 $6.67K - $7.7K
52.2K $1.81M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-2.54K
- 11.96%
$46.77 - $52.97 $119K - $134K
18.7K $877K
AMG
Affiliated Managers Group, Inc.

Financial Services
-288
- 4.53%
$154.65 - $189.71 $44.5K - $54.6K
6.07K $1.02M
CNK
Cinemark Holdings, Inc.

Communication Services
-1.92K
- 10.89%
$23.74 - $33.06 $45.7K - $63.6K
15.7K $391K
HP
Helmerich & Payne, Inc.

Energy
-99
- 0.38%
$24.69 - $36.7 $2.44K - $3.63K
25.8K $674K
AYI
Acuity Brands Inc

Industrials
-85
- 1.83%
$257.8 - $337.07 $21.9K - $28.7K
4.55K $1.2M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-830
- 16.92%
$179.71 - $192.06 $149K - $159K
4.08K $750K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-2.06K
- 19.28%
$58.11 - $65.29 $120K - $135K
8.63K $514K
DDM
Proshares Ultra Dow30

ETFs
-1.43K
- 23.77%
$86.94 - $105.52 $124K - $151K
4.59K $419K
RES
Rpc Inc

Energy
-7.85K
- 3.11%
$5.18 - $7.01 $40.7K - $55K
244K $1.34M
ENVX
Enovix Corp

Industrials
-4.2K
- 12.04%
$7.21 - $14.33 $30.3K - $60.1K
30.7K $225K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-5.54K
- 21.83%
$36.6 - $39.56 $203K - $219K
19.8K $769K
NOV
Nov Inc.

Energy
-12.3K
- 23.07%
$13.99 - $16.43 $171K - $201K
40.9K $622K
FDS
Factset Research Systems Inc

Financial Services
-125
- 3.31%
$427.5 - $476.51 $53.4K - $59.6K
3.65K $1.66M
ASIX
Advan Six Inc.

Basic Materials
-3.15K
- 22.94%
$22.57 - $32.31 $71K - $102K
10.6K $239K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-419
- 1.26%
$45.72 - $51.73 $19.2K - $21.7K
33K $1.52M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-2.43K
- 23.88%
$66.9 - $71.57 $163K - $174K
7.75K $546K
AGCO
Agco Corp

Industrials
-1.52K
- 15.2%
$88.82 - $106.69 $135K - $162K
8.5K $786K
SON
Sonoco Products CO

Consumer Cyclical
-2.59K
- 15.31%
$44.71 - $49.22 $116K - $127K
14.3K $676K
SXT
Sensient Technologies Corp

Basic Materials
-3.01K
- 12.69%
$67.31 - $77.4 $203K - $233K
20.7K $1.54M
PCEF
Invesco Cef Income Composite E

ETFs
-6.65K
- 8.64%
$18.8 - $19.89 $125K - $132K
70.3K $1.32M
MDXG
Mimedx Group, Inc.

Healthcare
-12.5K
- 46.23%
$7.54 - $9.28 $94.1K - $116K
14.5K $110K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
-4.31K
- 9.59%
$16.61 - $20.29 $71.6K - $87.4K
40.6K $675K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-368
- 0.84%
$77.0 - $93.47 $28.3K - $34.4K
43.6K $3.64M
SR
Spire Inc

Utilities
-3.36K
- 29.95%
$65.62 - $78.25 $221K - $263K
7.87K $615K
TPC
Tutor Perini Corp

Industrials
-5.17K
- 21.13%
$21.51 - $29.39 $111K - $152K
19.3K $447K
CCNE
Cnb Financial Corp

Financial Services
-3.26K
- 11.74%
$22.16 - $26.66 $72.3K - $87K
24.5K $545K
TSEM
Tower Semiconductor LTD

Technology
-123
- 1.39%
$35.43 - $54.74 $4.36K - $6.73K
8.7K $310K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-3.49K
- 20.23%
$42.36 - $43.8 $148K - $153K
13.8K $597K
EOG
Eog Resources Inc

Energy
-10.2K
- 4.95%
$120.54 - $138.05 $1.23M - $1.41M
196K $25.2M
ENPH
Enphase Energy, Inc.

Technology
-463
- 2.68%
$52.87 - $73.51 $24.5K - $34K
16.8K $1.04M
NVTS
Navitas Semiconductor Corp

Technology
-10.4K
- 13.12%
$1.83 - $4.25 $19.1K - $44.4K
69.2K $141K
STX
Seagate Technology Holdings PLC

Technology
-876
- 1.77%
$84.92 - $108.42 $74.4K - $95K
48.7K $4.13M
UPWK
Upwork, Inc

Industrials
-3.65K
- 12.74%
$12.34 - $17.44 $45K - $63.7K
25K $326K
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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