Creative Planning Closed Holding Positions

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Rydex ETF Trust
Q2 2018 Filed on Jul 20, 2018
1,951
N/A
Rydex ETF Trust
Q2 2018 Filed on Jul 20, 2018
6,687
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 20, 2018
3,590
N/A
Psivida Corp
Q2 2018 Filed on Jul 20, 2018
45,000
N/A
Alpine Global Premier Pptys
Q2 2018 Filed on Jul 20, 2018
42,240
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 20, 2018
41,874
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 20, 2018
16,091
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 20, 2018
2,473,542
N/A
Westmoreland Coal CO
Q2 2018 Filed on Jul 20, 2018
35,016
N/A
Ensync Inc
Q2 2018 Filed on Jul 20, 2018
15,000
N/A
Mainsource Financial Gp Inc
Q2 2018 Filed on Jul 20, 2018
161,838
N/A
Ev Energy Partners LP
Q2 2018 Filed on Jul 20, 2018
25,275
N/A
Oclaro Inc
Q2 2018 Filed on Jul 20, 2018
17,076
N/A
Broadcom LTD
Q2 2018 Filed on Jul 20, 2018
72,914
N/A
Fibrocell Science Inc
Q2 2018 Filed on Jul 20, 2018
111,090
N/A
CHIQ
Global X Msci China Consumer D

ETFs
Q2 2018 Filed on Jul 20, 2018
52,412
$17.52 - $19.9 $918K - $1.04M
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 20, 2018
19,170
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 20, 2018
11,409
N/A
BIB
Proshares Trust Proshares Ul

ETFs
Q2 2018 Filed on Jul 20, 2018
5,735
N/A
Credit Suisse Nassau Brh
Q2 2018 Filed on Jul 20, 2018
81,100
N/A
Powershares ETF Trust Ii
Q2 2018 Filed on Jul 20, 2018
27,910
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 20, 2018
27,019
N/A
Spirit Rlty Cap Inc New
Q2 2018 Filed on Jul 20, 2018
11,120
N/A
Wabash Natl Corp
Q2 2018 Filed on Jul 20, 2018
27,000
N/A
Barclays Bk PLC
Q2 2018 Filed on Jul 20, 2018
6,137
N/A
DXJS
Wisdomtree Tr Japan Smallcap H
Q2 2018 Filed on Jul 20, 2018
16,765
N/A
Wisdomtree Tr
Q2 2018 Filed on Jul 20, 2018
9,075
N/A
Ubs Ag
Q2 2018 Filed on Jul 20, 2018
41,000
N/A
AFMD
Affimed N.V.

Healthcare
Q2 2018 Filed on Jul 20, 2018
106,900
$1.65 - $2.5 $176K - $267K
New Sr Invt Group Inc
Q2 2018 Filed on Jul 20, 2018
14,328
N/A
Antero Midstream Partners LP
Q2 2018 Filed on Jul 20, 2018
11,757
N/A
Powershares Act Mang Comm Fd
Q2 2018 Filed on Jul 20, 2018
15,673
N/A
Atyr Pharma Inc
Q2 2018 Filed on Jul 20, 2018
17,000
N/A
LGFB
Lions Gate Entmt Corp Cl B Non
Q2 2018 Filed on Jul 20, 2018
8,368
N/A
Colony Northstar Inc
Q2 2018 Filed on Jul 20, 2018
97,970
N/A
Micro Focus International Pl
Q2 2018 Filed on Jul 20, 2018
13,688
N/A
Delmar Pharmaceuticals Inc
Q2 2018 Filed on Jul 20, 2018
35,000
N/A
First Data Corp New
Q2 2018 Filed on Jul 20, 2018
23,309
N/A
Oncosec Med Inc
Q2 2018 Filed on Jul 20, 2018
49,285
N/A
Wells Fargo & CO
Q2 2018 Filed on Jul 20, 2018
27,000
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Jul 20, 2018
9,299
N/A
China Lodging Group LTD
Q2 2018 Filed on Jul 20, 2018
6,135
N/A
HR
Healthcare Realty Trust Inc

Real Estate
Q2 2018 Filed on Jul 20, 2018
36,167
$24.32 - $26.96 $880K - $975K
Barnes & Noble Inc
Q2 2018 Filed on Jul 20, 2018
27,743
N/A
National Resh Corp
Q2 2018 Filed on Jul 20, 2018
4,551
N/A
Global X Fds
Q2 2018 Filed on Jul 20, 2018
16,503
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Jul 20, 2018
10,633
N/A
Ibio Inc
Q2 2018 Filed on Jul 20, 2018
44,280
N/A
Biolase Inc
Q2 2018 Filed on Jul 20, 2018
14,275
N/A
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