Creative Planning Closed Holding Positions

Creative Planning

$106 Billion
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
58 Com Inc	Q2 2018 Filed on Jul 20, 2018	8,753	N/A
Ntt Docomo Inc	Q2 2018 Filed on Jul 20, 2018	8,777	N/A
Colony Northstar Cr Real Est	Q2 2018 Filed on Jul 20, 2018	51,528	N/A
DPG Duff & Phelps Utility & Infrastructure Fund Inc. Financial Services	Q2 2018 Filed on Jul 20, 2018	19,281	$13.55 - $14.75 $261K - $284K
FJP First Trust Japan Alphadex Fun ETFs	Q2 2018 Filed on Jul 20, 2018	7,400	N/A
Powershares ETF Trust	Q2 2018 Filed on Jul 20, 2018	5,467	N/A
THD Ishares Inc Msci Thailand ETF ETFs	Q2 2018 Filed on Jul 20, 2018	3,021	$82.17 - $100.02 $248K - $302K
CRAK Vaneck ETF Tr Oil Refiners ETF ETFs	Q2 2018 Filed on Jul 20, 2018	37,616	N/A
Powershares ETF Trust	Q2 2018 Filed on Jul 20, 2018	15,000	N/A
ILF Ishares Latin America 40 ETF ETFs	Q2 2018 Filed on Jul 20, 2018	5,920	N/A
Cellectar Biosciences Inc	Q2 2018 Filed on Jul 20, 2018	16,000	N/A
Powershares ETF Trust	Q2 2018 Filed on Jul 20, 2018	3,908	N/A
Terra Nitrogen CO L P	Q2 2018 Filed on Jul 20, 2018	4,426	N/A
Vical Inc	Q2 2018 Filed on Jul 20, 2018	24,100	N/A
Cornerstone Ondemand Inc	Q2 2018 Filed on Jul 20, 2018	10,000	N/A
Colony Cap Inc	Q2 2018 Filed on Jul 20, 2018	23,000	N/A
Credit Suisse Ag Nassau Brh	Q2 2018 Filed on Jul 20, 2018	10,000	N/A
Logmein Inc	Q2 2018 Filed on Jul 20, 2018	1,944	N/A
BFK Blackrock Municipal Income Trust Financial Services	Q2 2018 Filed on Jul 20, 2018	10,034	$12.68 - $12.94 $127K - $130K
Powershares ETF Tr Ii	Q2 2018 Filed on Jul 20, 2018	8,872	N/A
NTPIF Nam Tai Ppty Inc Com Shs (Vgb)	Q2 2018 Filed on Jul 20, 2018	10,846	N/A
TBT Proshares Ultrashort 20+Year T ETFs	Q2 2018 Filed on Jul 20, 2018	3,200	N/A
Sina Corp	Q2 2018 Filed on Jul 20, 2018	300	N/A
Broadcom LTD	Q2 2018 Filed on Jul 20, 2018	100	N/A
ERIC Ericsson Lm Telephone CO Technology	Q2 2018 Filed on Jul 20, 2018	2,000	$6.16 - $7.94 $12.3K - $15.9K
China Lodging Group LTD	Q2 2018 Filed on Jul 20, 2018	100	N/A
TUP Tupperware Brands Corp Consumer Cyclical	Q2 2018 Filed on Jul 20, 2018	100	$40.2 - $48.58 $4.02K - $4.86K
Powershares Qqq Trust	Q2 2018 Filed on Jul 20, 2018	1,500	N/A
COHR Ii Vi Inc Technology	Q1 2018 Filed on Apr 18, 2018	1,475	$180.06 - $321.91 $266K - $475K
RCG Renn Fund, Inc. Financial Services	Q1 2018 Filed on Apr 18, 2018	24,656	$1.29 - $1.7 $31.8K - $41.9K
Priceline Grp Inc	Q1 2018 Filed on Apr 18, 2018	7,039	N/A
Enbridge Energy Management L	Q1 2018 Filed on Apr 18, 2018	23,914	N/A
CXE Mfs High Income Municipal Trust Financial Services	Q1 2018 Filed on Apr 18, 2018	10,733	$4.84 - $5.36 $51.9K - $57.5K
Agrium Inc	Q1 2018 Filed on Apr 18, 2018	3,108	N/A
Hovnanian Enterprises Inc	Q1 2018 Filed on Apr 18, 2018	38,650	N/A
Buffalo Wild Wings Inc	Q1 2018 Filed on Apr 18, 2018	2,984	N/A
SWIR Sierra Wireless Inc Technology	Q1 2018 Filed on Apr 18, 2018	10,410	$15.55 - $21.45 $162K - $223K
Potash Corp Sask Inc	Q1 2018 Filed on Apr 18, 2018	42,317	N/A
Mgc Diagnostics Corp	Q1 2018 Filed on Apr 18, 2018	36,039	N/A
Windstream Hldgs Inc	Q1 2018 Filed on Apr 18, 2018	13,178	N/A
IGD Voya Global Equity Dividend & Premium Opportunity Fund Financial Services	Q1 2018 Filed on Apr 18, 2018	10,272	$7.13 - $8.12 $73.2K - $83.4K
Powershares ETF Trust	Q1 2018 Filed on Apr 18, 2018	13,425	N/A
TGA Transglobe Energy Corp Energy	Q1 2018 Filed on Apr 18, 2018	48,000	$1.25 - $1.49 $60K - $71.5K
Powershares ETF Trust	Q1 2018 Filed on Apr 18, 2018	40,001	N/A
PRA Proassurance Corp Financial Services	Q1 2018 Filed on Apr 18, 2018	4,017	$47.35 - $56.0 $190K - $225K
SJR Shaw Communications Inc Communication Services	Q1 2018 Filed on Apr 18, 2018	9,347	$18.6 - $23.1 $174K - $216K
AMS American Shared Hospital Services Healthcare	Q1 2018 Filed on Apr 18, 2018	65,250	$2.5 - $2.87 $163K - $187K
Ticc Capital Corp	Q1 2018 Filed on Apr 18, 2018	39,000	N/A
Spdr Series Trust	Q1 2018 Filed on Apr 18, 2018	217,014	N/A
Navios Maritime Partners L P	Q1 2018 Filed on Apr 18, 2018	39,684	N/A

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.