Creative Planning Closed Holding Positions

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 01, 2019
26,426
N/A
RXL
Proshares Ultra Health Care
Q4 2018 Filed on Feb 01, 2019
1,811
N/A
Etfs Gold Tr
Q4 2018 Filed on Feb 01, 2019
12,683
N/A
Jpmorgan Chase & CO
Q4 2018 Filed on Feb 01, 2019
4,200
N/A
Etfs Platinum Tr
Q4 2018 Filed on Feb 01, 2019
2,866
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 01, 2019
28,179
N/A
Anchor Bancorp Wa
Q4 2018 Filed on Feb 01, 2019
20,900
N/A
Pretium Res Inc
Q4 2018 Filed on Feb 01, 2019
13,806
N/A
Andeavor Logistics LP
Q4 2018 Filed on Feb 01, 2019
10,669
N/A
PBYI
Puma Biotechnology, Inc.

Healthcare
Q4 2018 Filed on Feb 01, 2019
7,804
$20.07 - $46.7 $157K - $364K
Tesaro Inc
Q4 2018 Filed on Feb 01, 2019
100,022
N/A
RDUS
Radius Health, Inc.

Healthcare
Q4 2018 Filed on Feb 01, 2019
42,165
$13.35 - $20.11 $563K - $848K
Resource Cap Corp
Q4 2018 Filed on Feb 01, 2019
23,000
N/A
MTNB
Matinas Bio Pharma Holdings, Inc.

Healthcare
Q4 2018 Filed on Feb 01, 2019
203,245
$0.53 - $1.11 $108K - $226K
Momo Inc
Q4 2018 Filed on Feb 01, 2019
9,375
N/A
Bellerophon Therapeutics Inc
Q4 2018 Filed on Feb 01, 2019
45,517
N/A
Cytori Therapeutics Inc
Q4 2018 Filed on Feb 01, 2019
20,652
N/A
Dell Technologies Inc
Q4 2018 Filed on Feb 01, 2019
8,175
N/A
Taubman Ctrs Inc
Q4 2018 Filed on Feb 01, 2019
3,653
N/A
Newfield Expl CO
Q4 2018 Filed on Feb 01, 2019
10,648
N/A
Supervalu Inc
Q4 2018 Filed on Feb 01, 2019
11,837
N/A
Corporate Cap Tr Inc
Q4 2018 Filed on Feb 01, 2019
23,158
N/A
Yy Inc
Q4 2018 Filed on Feb 01, 2019
6,061
N/A
Ubs Ag London Brh
Q4 2018 Filed on Feb 01, 2019
10,700
N/A
Amtrust Finl Svcs Inc
Q4 2018 Filed on Feb 01, 2019
20,000
N/A
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
Q4 2018 Filed on Feb 01, 2019
3,400
$70.31 - $73.59 $239K - $250K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
Q4 2018 Filed on Feb 01, 2019
10,171
$12.02 - $12.44 $122K - $127K
FENC
Fennec Pharmaceuticals Inc.

Healthcare
Q4 2018 Filed on Feb 01, 2019
11,037
$5.37 - $8.39 $59.3K - $92.6K
Ddr Corp
Q4 2018 Filed on Feb 01, 2019
48,847
N/A
Franklin Finl Network Inc
Q4 2018 Filed on Feb 01, 2019
5,755
N/A
Grubhub Inc
Q4 2018 Filed on Feb 01, 2019
9,535
N/A
Ascent Cap Group Inc
Q4 2018 Filed on Feb 01, 2019
20,049
N/A
Sequential Brnds Group Inc N
Q4 2018 Filed on Feb 01, 2019
42,596
N/A
Freds Inc
Q4 2018 Filed on Feb 01, 2019
10,030
N/A
MNA
Iq Merger Arbitrage ETF

ETFs
Q4 2018 Filed on Feb 01, 2019
6,906
$31.26 - $32.06 $216K - $221K
Iconix Brand Group Inc
Q4 2018 Filed on Feb 01, 2019
18,528
N/A
Cesca Therapeutics Inc
Q4 2018 Filed on Feb 01, 2019
16,582
N/A
Opus Bk Irvine Calif
Q4 2018 Filed on Feb 01, 2019
59,638
N/A
GBR
New Concept Energy, Inc.

Real Estate
Q4 2018 Filed on Feb 01, 2019
30,000
$1.39 - $2.82 $41.7K - $84.6K
Insys Therapeutics Inc New
Q4 2018 Filed on Feb 01, 2019
15,205
N/A
Goldman Sachs Mlp Inc Opp Fd
Q4 2018 Filed on Feb 01, 2019
10,850
N/A
Franklin LTD Duration Incm T
Q4 2018 Filed on Feb 01, 2019
12,322
N/A
Energen Corp
Q4 2018 Filed on Feb 01, 2019
2,748
N/A
Reshape Lifesciences Inc
Q4 2018 Filed on Feb 01, 2019
10,134
N/A
Pinnacle Foods Inc Del
Q4 2018 Filed on Feb 01, 2019
3,356
N/A
Abeona Therapeutics Inc
Q4 2018 Filed on Feb 01, 2019
68,374
N/A
Ishares Tr
Q4 2018 Filed on Feb 01, 2019
9,113
N/A
Gtx Inc Del
Q4 2018 Filed on Feb 01, 2019
33,355
N/A
FTF
Franklin LTD Duration Income Trust

Financial Services
Q4 2018 Filed on Feb 01, 2019
12,322
$8.73 - $10.24 $108K - $126K
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