Creative Planning Closed Holding Positions

Creative Planning

$101 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
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
Northstar Realty Europe Corp	Q4 2018 Filed on Feb 01, 2019	13,806	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
NRK Nuveen New York Amt Free Quality Municipal Income Fund Financial Services	Q4 2018 Filed on Feb 01, 2019	11,852	$11.48 - $11.91 $136K - $141K
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
ULH Universal Logistics Holdings, Inc. Industrials	Q4 2018 Filed on Feb 01, 2019	19,250	$17.75 - $36.63 $342K - $705K
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
Horizons ETF Tr I	Q4 2018 Filed on Feb 01, 2019	12,871	N/A
IMMP Immutep LTD Healthcare	Q4 2018 Filed on Feb 01, 2019	11,600	$1.84 - $3.9 $21.3K - $45.2K
Aetna Inc New	Q4 2018 Filed on Feb 01, 2019	1,500	N/A
Grubhub Inc	Q4 2018 Filed on Feb 01, 2019	1,500	N/A
Energy Transfer Partners LP	Q4 2018 Filed on Feb 01, 2019	500	N/A
UUP Invesco Db Us Dollar Index Bullish Fund ETFs	Q4 2018 Filed on Feb 01, 2019	10,000	$25.25 - $26.04 $253K - $260K
Teekay Lng Partners L P	Q3 2018 Filed on Oct 25, 2018	11,319	N/A
Valeant Pharmaceuticals Intl	Q3 2018 Filed on Oct 25, 2018	364,367	N/A
Northwest Nat Gas CO	Q3 2018 Filed on Oct 25, 2018	7,984	N/A
Integrated Device Technology	Q3 2018 Filed on Oct 25, 2018	8,344	N/A
Deutsche Mun Income	Q3 2018 Filed on Oct 25, 2018	32,754	N/A
Depomed Inc	Q3 2018 Filed on Oct 25, 2018	40,975	N/A

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