Creative Planning Closed Holding Positions

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Clearbridge Energy Midstrm O
Q1 2020 Filed on May 05, 2020
13,150
N/A
Eqm Midstream Partners LP
Q1 2020 Filed on May 05, 2020
10,312
N/A
Carlyle Group L P
Q1 2020 Filed on May 05, 2020
78,017
N/A
Sibanye Stillwater
Q1 2020 Filed on May 05, 2020
55,233
N/A
Forestar Group Inc
Q1 2020 Filed on May 05, 2020
11,000
N/A
Intrexon Corp
Q1 2020 Filed on May 05, 2020
156,629
N/A
County Bancorp Inc
Q1 2020 Filed on May 05, 2020
8,909
N/A
Jagged Peak Energy Inc
Q1 2020 Filed on May 05, 2020
243,330
N/A
ANIK
Anika Therapeutics, Inc.

Healthcare
Q1 2020 Filed on May 05, 2020
6,262
$22.38 - $54.06 $140K - $339K
Vaneck Vectors ETF Trust
Q1 2020 Filed on May 05, 2020
40,787
N/A
PETQ
Pet Iq, Inc.

Healthcare
Q1 2020 Filed on May 05, 2020
9,730
$16.59 - $34.94 $161K - $340K
Spdr Series Trust
Q1 2020 Filed on May 05, 2020
47,926
N/A
EVN
Eaton Vance Municipal Income Trust

Financial Services
Q1 2020 Filed on May 05, 2020
12,121
$9.9 - $13.73 $120K - $166K
ADVM
Adverum Biotechnologies, Inc.

Healthcare
Q1 2020 Filed on May 05, 2020
21,000
$7.98 - $16.32 $168K - $343K
Mcdermott Intl Inc
Q1 2020 Filed on May 05, 2020
121,501
N/A
Wellcare Health Plans Inc
Q1 2020 Filed on May 05, 2020
624
N/A
PSB
Ps Business Parks, Inc.

Real Estate
Q1 2020 Filed on May 05, 2020
1,261
$110.17 - $173.1 $139K - $218K
JPIN
Jp Morgan Diversified Return I

ETFs
Q1 2020 Filed on May 05, 2020
8,962
$37.71 - $57.78 $338K - $518K
PCSB
Pcsb Financial Corp

Financial Services
Q1 2020 Filed on May 05, 2020
11,100
$11.75 - $20.29 $130K - $225K
AU
Anglogold Ashanti LTD

Basic Materials
Q1 2020 Filed on May 05, 2020
15,434
$14.05 - $22.72 $217K - $351K
Ubs Ag London Brh
Q1 2020 Filed on May 05, 2020
1,775
N/A
Barclays Bk PLC
Q1 2020 Filed on May 05, 2020
21,700
N/A
Cbl & Assoc Pptys Inc
Q1 2020 Filed on May 05, 2020
20,000
N/A
RIBT
Rice Bran Technologies

Consumer Defensive
Q1 2020 Filed on May 05, 2020
11,022
$0.49 - $1.44 $5.4K - $15.9K
Tristate Cap Hldgs Inc
Q1 2020 Filed on May 05, 2020
16,000
N/A
Avon Prods Inc
Q1 2020 Filed on May 05, 2020
52,043
N/A
Landmark Infrastructure LP
Q1 2020 Filed on May 05, 2020
24,055
N/A
Pattern Energy Group Inc
Q1 2020 Filed on May 05, 2020
7,984
N/A
Ubs Ag London Brh
Q1 2020 Filed on May 05, 2020
510,500
N/A
Cnx Midstream Partners LP
Q1 2020 Filed on May 05, 2020
24,714
N/A
Fly Leasing LTD
Q1 2020 Filed on May 05, 2020
22,729
N/A
AJX
Great Ajax Corp.

Real Estate
Q1 2020 Filed on May 05, 2020
73,800
$4.11 - $15.34 $303K - $1.13M
Inpixon
Q1 2020 Filed on May 05, 2020
37,640
N/A
Onconova Therapeutics Inc
Q1 2020 Filed on May 05, 2020
43,619
N/A
Ekso Bionics Hldgs Inc
Q1 2020 Filed on May 05, 2020
33,286
N/A
Diffusion Pharmaceuticals In
Q1 2020 Filed on May 05, 2020
20,170
N/A
EHI
Western Asset Global High Income Fund Inc.

Financial Services
Q1 2020 Filed on May 05, 2020
17,711
$6.65 - $10.44 $118K - $185K
BOOM
Dmc Global Inc.

Energy
Q1 2020 Filed on May 05, 2020
15,910
$21.53 - $46.27 $343K - $736K
BCOR
Blucora, Inc.

Financial Services
Q1 2020 Filed on May 05, 2020
12,125
$8.95 - $26.0 $109K - $315K
Advaxis Inc
Q1 2020 Filed on May 05, 2020
10,000
N/A
AIH
Aesthetic Medical International Holdings Group LTD

Healthcare
Q1 2020 Filed on May 05, 2020
10,000
$6.43 - $10.28 $64.3K - $103K
NWPX
Northwest Pipe CO

Industrials
Q1 2020 Filed on May 05, 2020
8,980
$19.33 - $36.13 $174K - $324K
HAYN
Haynes International Inc

Industrials
Q1 2020 Filed on May 05, 2020
5,895
$17.91 - $34.49 $106K - $203K
Credit Suisse Ag Nassau Brh
Q1 2020 Filed on May 05, 2020
4,830
N/A
SYF
Synchrony Financial

Financial Services
Q1 2020 Filed on May 05, 2020
6,000
$12.8 - $36.42 $76.8K - $219K
Intrexon Corp
Q1 2020 Filed on May 05, 2020
30,000
N/A
ALLY
Ally Financial Inc.

Financial Services
Q1 2020 Filed on May 05, 2020
100
$11.7 - $33.06 $1.17K - $3.31K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q1 2020 Filed on May 05, 2020
200
$5.92 - $22.44 $1.18K - $4.49K
Kirkland Lake Gold LTD
Q1 2020 Filed on May 05, 2020
100
N/A
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