Creative Planning Closed Holding Positions

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Mallinckrodt Pub LTD CO
Q4 2020 Filed on Jan 29, 2021
2,325,384
N/A
Nabriva Therapeutics PLC
Q4 2020 Filed on Jan 29, 2021
65,916
N/A
Highpoint Res Corp
Q4 2020 Filed on Jan 29, 2021
148,429
N/A
MPAA
Motorcar Parts America Inc

Consumer Cyclical
Q4 2020 Filed on Jan 29, 2021
15,030
$14.73 - $24.41 $221K - $367K
ASUR
Asure Software Inc

Technology
Q4 2020 Filed on Jan 29, 2021
13,590
$6.95 - $8.63 $94.5K - $117K
EWZS
Ishares Msci Brazil Small Cap

ETFs
Q4 2020 Filed on Jan 29, 2021
30,000
$12.23 - $17.0 $367K - $510K
CYBE
Cyberoptics Corp

Technology
Q4 2020 Filed on Jan 29, 2021
17,796
$22.23 - $40.32 $396K - $718K
GILT
Gilat Satellite Networks LTD

Technology
Q4 2020 Filed on Jan 29, 2021
25,771
$4.99 - $6.52 $129K - $168K
Cyren LTD
Q4 2020 Filed on Jan 29, 2021
20,200
N/A
Gulfport Energy Corp
Q4 2020 Filed on Jan 29, 2021
21,800
N/A
Aytu Bioscience Inc
Q4 2020 Filed on Jan 29, 2021
29,321
N/A
Cvr Partners LP
Q4 2020 Filed on Jan 29, 2021
12,081
N/A
Miragen Therapeutics Inc
Q4 2020 Filed on Jan 29, 2021
22,946
N/A
CIZ
Victory Portfolios Ii Shs Dev

ETFs
Q4 2020 Filed on Jan 29, 2021
7,646
$26.68 - $31.59 $204K - $242K
Myokardia Inc
Q4 2020 Filed on Jan 29, 2021
2,251
N/A
Transamerica ETF Tr
Q4 2020 Filed on Jan 29, 2021
8,362
N/A
Perth Mint Physical Gold ETF
Q4 2020 Filed on Jan 29, 2021
19,377
N/A
Livongo Health Inc
Q4 2020 Filed on Jan 29, 2021
13,460
N/A
Baudax Bio Inc
Q4 2020 Filed on Jan 29, 2021
27,000
N/A
Yrc Worldwide Inc
Q4 2020 Filed on Jan 29, 2021
11,580
N/A
Polarityte Inc
Q4 2020 Filed on Jan 29, 2021
60,500
N/A
DGZ
Deutsche Bank Aktiengesellschaft

ETFs
Q4 2020 Filed on Jan 29, 2021
15,058
$9.57 - $10.53 $144K - $159K
TNK
Teekay Tankers Ltd.

Energy
Q4 2020 Filed on Jan 29, 2021
22,920
$9.35 - $13.02 $214K - $298K
CREG
Smart Powerr Corp.

Utilities
Q4 2020 Filed on Jan 29, 2021
10,000
$2.96 - $6.19 $29.6K - $61.9K
Morgan Stanley
Q4 2020 Filed on Jan 29, 2021
12,000
N/A
ECOM
Channeladvisor Corp

Technology
Q4 2020 Filed on Jan 29, 2021
13,700
$13.61 - $18.68 $186K - $256K
DLNG
Dynagas Lng Partners LP

Energy
Q4 2020 Filed on Jan 29, 2021
102,124
$2.02 - $2.71 $206K - $277K
Catabasis Pharmaceuticals In
Q4 2020 Filed on Jan 29, 2021
31,520
N/A
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
Q4 2020 Filed on Jan 29, 2021
12,684
$20.54 - $21.7 $261K - $275K
Tremont Mtg Tr
Q4 2020 Filed on Jan 29, 2021
30,000
N/A
Odonate Therapeutics Inc
Q4 2020 Filed on Jan 29, 2021
50,000
N/A
Andina Acquisition Corp Iii
Q4 2020 Filed on Jan 29, 2021
17,640
N/A
IMTX
Immatics N.V.

Healthcare
Q4 2020 Filed on Jan 29, 2021
24,000
$9.67 - $12.05 $232K - $289K
Ppd Inc
Q4 2020 Filed on Jan 29, 2021
7,500
N/A
Tortoise Acquisition Corp
Q4 2020 Filed on Jan 29, 2021
15,132
N/A
Arya Sciences Acquistion CO
Q4 2020 Filed on Jan 29, 2021
13,400
N/A
Fireeye Inc
Q4 2020 Filed on Jan 29, 2021
400
N/A
SNX
Td Synnex Corp

Technology
Q4 2020 Filed on Jan 29, 2021
300
$65.82 - $83.76 $19.7K - $25.1K
GIM
Templeton Global Income Fund

Financial Services
Q3 2020 Filed on Nov 05, 2020
15,632
$5.3 - $5.51 $82.8K - $86.1K
CTIC
Cti Biopharma Corp

Healthcare
Q3 2020 Filed on Nov 05, 2020
12,573
$1.02 - $2.15 $12.8K - $27K
Office Depot Inc
Q3 2020 Filed on Nov 05, 2020
26,400
N/A
Noble Corp PLC
Q3 2020 Filed on Nov 05, 2020
11,872
N/A
Denbury Res Inc
Q3 2020 Filed on Nov 05, 2020
12,232
N/A
Polymet Mng Corp
Q3 2020 Filed on Nov 05, 2020
106,500
N/A
Royal Bk Scotland Group PLC
Q3 2020 Filed on Nov 05, 2020
30,137
N/A
Sunesis Pharmaceuticals Inc
Q3 2020 Filed on Nov 05, 2020
50,000
N/A
Gaslog LTD
Q3 2020 Filed on Nov 05, 2020
16,808
N/A
Hi Crush Partners LP
Q3 2020 Filed on Nov 05, 2020
12,500
N/A
Scynexis Inc
Q3 2020 Filed on Nov 05, 2020
207,000
N/A
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