Creative Planning Closed Holding Positions

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Aon PLC
Q2 2020 Filed on Jul 23, 2020
4,099
N/A
Cypress Semiconductor Corp
Q2 2020 Filed on Jul 23, 2020
11,477
N/A
Allergan PLC
Q2 2020 Filed on Jul 23, 2020
6,784
N/A
Chesapeake Energy Corp
Q2 2020 Filed on Jul 23, 2020
973,056
N/A
Valhi Inc New
Q2 2020 Filed on Jul 23, 2020
28,851
N/A
PTN
Palatin Technologies Inc

Healthcare
Q2 2020 Filed on Jul 23, 2020
15,235
$0.41 - $0.73 $6.25K - $11.1K
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q2 2020 Filed on Jul 23, 2020
24,967
$6.56 - $7.51 $164K - $188K
United States Oil Fund LP
Q2 2020 Filed on Jul 23, 2020
100,450
N/A
VG
Vonage Holdings Corp

Communication Services
Q2 2020 Filed on Jul 23, 2020
10,300
$6.74 - $10.76 $69.4K - $111K
Tortoise Energy Infra Corp
Q2 2020 Filed on Jul 23, 2020
11,052
N/A
Wabco Hldgs Inc
Q2 2020 Filed on Jul 23, 2020
5,289
N/A
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 23, 2020
71,200
N/A
Alps ETF Tr
Q2 2020 Filed on Jul 23, 2020
58,619,022
N/A
Direxion Shs ETF Tr
Q2 2020 Filed on Jul 23, 2020
80,086
N/A
Groupon Inc
Q2 2020 Filed on Jul 23, 2020
53,999
N/A
Portola Pharmaceuticals Inc
Q2 2020 Filed on Jul 23, 2020
187,029
N/A
BANX
Arrow Mark Financial Corp.

Financial Services
Q2 2020 Filed on Jul 23, 2020
12,656
$13.85 - $18.1 $175K - $229K
California Res Corp
Q2 2020 Filed on Jul 23, 2020
10,793
N/A
Prospect Capital Corporation
Q2 2020 Filed on Jul 23, 2020
22,000
N/A
Tallgrass Energy LP
Q2 2020 Filed on Jul 23, 2020
205,386
N/A
Kempharm Inc
Q2 2020 Filed on Jul 23, 2020
450,105
N/A
Pb Bancorp Inc
Q2 2020 Filed on Jul 23, 2020
50,600
N/A
ATNX
Athenex, Inc.

Healthcare
Q2 2020 Filed on Jul 23, 2020
130,014
$7.11 - $13.76 $924K - $1.79M
Wells Fargo & CO
Q2 2020 Filed on Jul 23, 2020
30,000
N/A
Inovalon Hldgs Inc
Q2 2020 Filed on Jul 23, 2020
32,596
N/A
Pennymac Corp
Q2 2020 Filed on Jul 23, 2020
20,000
N/A
Echo Global Logistics Inc
Q2 2020 Filed on Jul 23, 2020
18,000
N/A
VBLT
Vascular Biogenics Ltd.

Healthcare
Q2 2020 Filed on Jul 23, 2020
21,000
$1.12 - $1.63 $23.5K - $34.2K
KFS
Kingsway Financial Services Inc

Consumer Cyclical
Q2 2020 Filed on Jul 23, 2020
23,324
$1.45 - $2.33 $33.8K - $54.3K
GBT
Global Blood Therapeutics, Inc.

Healthcare
Q2 2020 Filed on Jul 23, 2020
2,000
$48.73 - $81.82 $97.5K - $164K
CAPL
Cross America Partners LP

Energy
Q2 2020 Filed on Jul 23, 2020
13,285
$8.05 - $17.0 $107K - $226K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
Q2 2020 Filed on Jul 23, 2020
34,991
$3.82 - $5.05 $134K - $177K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
Q2 2020 Filed on Jul 23, 2020
12,700
$12.31 - $14.28 $156K - $181K
Saexploration Hldgs Inc
Q2 2020 Filed on Jul 23, 2020
116,367
N/A
Global X Fds
Q2 2020 Filed on Jul 23, 2020
290,887
N/A
Ubs Ag Jersey Brh
Q2 2020 Filed on Jul 23, 2020
13,061
N/A
BHV
Blackrock Virginia Municipal Bond Trust

Financial Services
Q2 2020 Filed on Jul 23, 2020
12,500
$14.36 - $16.26 $180K - $203K
Aurora Cannabis Inc
Q2 2020 Filed on Jul 23, 2020
332,925
N/A
Conatus Pharmaceuticals Inc
Q2 2020 Filed on Jul 23, 2020
21,000
N/A
Mellanox Technologies LTD
Q2 2020 Filed on Jul 23, 2020
1,937
N/A
NXE
Nex Gen Energy Ltd.

Energy
Q2 2020 Filed on Jul 23, 2020
25,400
$0.88 - $1.54 $22.4K - $39.1K
SRET
Global X Fds Superdividend Rei

ETFs
Q2 2020 Filed on Jul 23, 2020
10,000
$15.33 - $27.81 $153K - $278K
Houston Amern Energy Corp
Q2 2020 Filed on Jul 23, 2020
30,000
N/A
STAR
Istar Inc.

Real Estate
Q2 2020 Filed on Jul 23, 2020
12,998
$6.74 - $13.82 $87.6K - $180K
Plus Therapeutics Inc
Q2 2020 Filed on Jul 23, 2020
16,200
N/A
CHEK
Check Cap LTD

Healthcare
Q2 2020 Filed on Jul 23, 2020
12,400
$0.49 - $1.16 $6.08K - $14.4K
PCTI
Pc Tel Inc

Technology
Q2 2020 Filed on Jul 23, 2020
45,230
$5.22 - $7.25 $236K - $328K
SAFE
Safehold Inc.

Real Estate
Q2 2020 Filed on Jul 23, 2020
25,565
$42.81 - $66.01 $1.09M - $1.69M
Avita Medical LTD
Q2 2020 Filed on Jul 23, 2020
11,999
N/A
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