Creative Planning Closed Holding Positions

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Proshares Tr
Q1 2021 Filed on Apr 30, 2021
16,761
N/A
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
Q1 2021 Filed on Apr 30, 2021
32,361
$49.87 - $79.12 $1.61M - $2.56M
AYX
Alteryx, Inc.

Technology
Q1 2021 Filed on Apr 30, 2021
2,085
$79.46 - $138.66 $166K - $289K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
Q1 2021 Filed on Apr 30, 2021
20,772
$8.88 - $9.49 $184K - $197K
Blackrock Muniholdings Quali
Q1 2021 Filed on Apr 30, 2021
19,775
N/A
ATHX
Athersys, Inc

Healthcare
Q1 2021 Filed on Apr 30, 2021
10,950
$1.61 - $2.77 $17.6K - $30.3K
BEEM
Beam Global

Technology
Q1 2021 Filed on Apr 30, 2021
3,616
$30.52 - $71.14 $110K - $257K
EYES
Second Sight Medical Products Inc

Healthcare
Q1 2021 Filed on Apr 30, 2021
13,288
$1.43 - $15.48 $19K - $206K
FTCH
Farfetch LTD

Consumer Cyclical
Q1 2021 Filed on Apr 30, 2021
746
$47.72 - $73.35 $35.6K - $54.7K
KC
Kingsoft Cloud Holdings LTD

Technology
Q1 2021 Filed on Apr 30, 2021
7,100
$39.16 - $72.06 $278K - $512K
CGRN
Capstone Green Energy Corp

Industrials
Q1 2021 Filed on Apr 30, 2021
10,178
$7.46 - $13.8 $75.9K - $140K
Cit Group Inc
Q1 2021 Filed on Apr 30, 2021
6,094
N/A
IMMR
Immersion Corp

Technology
Q1 2021 Filed on Apr 30, 2021
11,862
$9.22 - $15.91 $109K - $189K
NLS
Nautilus, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 30, 2021
11,110
$14.77 - $30.54 $164K - $339K
Dpw Hldgs Inc
Q1 2021 Filed on Apr 30, 2021
10,500
N/A
Ferro Corp
Q1 2021 Filed on Apr 30, 2021
10,000
N/A
Panbela Therapeutics Inc
Q1 2021 Filed on Apr 30, 2021
17,322
N/A
Evofem Biosciences Inc
Q1 2021 Filed on Apr 30, 2021
27,415
N/A
NMTR
9 Meters Biopharma, Inc.

Healthcare
Q1 2021 Filed on Apr 30, 2021
140,000
$0.84 - $2.16 $118K - $302K
SLDB
Solid Biosciences Inc.

Healthcare
Q1 2021 Filed on Apr 30, 2021
15,000
$5.37 - $10.72 $80.6K - $161K
TTCF
Tattooed Chef, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 30, 2021
8,851
$18.82 - $26.81 $167K - $237K
Interprivate Acquisition Cor
Q1 2021 Filed on Apr 30, 2021
19,391
N/A
CERE
Cerevel Therapeutics Holdings, Inc.

Healthcare
Q1 2021 Filed on Apr 30, 2021
13,401
$12.37 - $17.74 $166K - $238K
Foley Trasimene Acquisition
Q1 2021 Filed on Apr 30, 2021
177,422
N/A
Longview Acquisition Corp
Q1 2021 Filed on Apr 30, 2021
12,217
N/A
Newborn Acquisition Corp
Q1 2021 Filed on Apr 30, 2021
12,306
N/A
BTWN
Bridgetown Holdings LTD

Financial Services
Q1 2021 Filed on Apr 30, 2021
100,000
$10.5 - $17.37 $1.05M - $1.74M
Ig Acquisition Corp
Q1 2021 Filed on Apr 30, 2021
10,000
N/A
Colonnade Acquisition Corp
Q1 2021 Filed on Apr 30, 2021
39,375
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Apr 30, 2021
200
N/A
FTCH
Farfetch LTD

Consumer Cyclical
Q1 2021 Filed on Apr 30, 2021
10,000
$47.72 - $73.35 $477K - $734K
NWN
Northwest Natural Holding CO

Utilities
Q1 2021 Filed on Apr 30, 2021
30,000
$42.44 - $54.15 $1.27M - $1.62M
AGI
Alamos Gold Inc

Basic Materials
Q1 2021 Filed on Apr 30, 2021
2,800
$7.1 - $9.64 $19.9K - $27K
ATEN
A10 Networks, Inc.

Technology
Q1 2021 Filed on Apr 30, 2021
10,000
$9.07 - $11.7 $90.7K - $117K
VXRT
Vaxart, Inc.

Healthcare
Q1 2021 Filed on Apr 30, 2021
1,000
$5.64 - $23.33 $5.64K - $23.3K
Unilever N V
Q4 2020 Filed on Jan 29, 2021
29,049
N/A
Immunomedics Inc
Q4 2020 Filed on Jan 29, 2021
143,377
N/A
Mylan Nv
Q4 2020 Filed on Jan 29, 2021
13,748
N/A
Noble Energy Inc
Q4 2020 Filed on Jan 29, 2021
79,973
N/A
Td Ameritrade Hldg Corp
Q4 2020 Filed on Jan 29, 2021
1,200,552
N/A
DXLG
Destination Xl Group, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 29, 2021
131,129
$0.2 - $0.4 $26.2K - $52.5K
Blackrock Md Municipal Bond
Q4 2020 Filed on Jan 29, 2021
28,235
N/A
Seattle Genetics Inc
Q4 2020 Filed on Jan 29, 2021
12,164
N/A
Wisdomtree Continuous Commod
Q4 2020 Filed on Jan 29, 2021
13,706
N/A
Oasis Petroleum Inc
Q4 2020 Filed on Jan 29, 2021
253,585
N/A
ELMD
Electromed, Inc.

Healthcare
Q4 2020 Filed on Jan 29, 2021
26,494
$8.16 - $10.28 $216K - $272K
Dunkin Brands Group Inc
Q4 2020 Filed on Jan 29, 2021
3,978
N/A
Vereit Inc
Q4 2020 Filed on Jan 29, 2021
25,699
N/A
Fireeye Inc
Q4 2020 Filed on Jan 29, 2021
39,469
N/A
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