Creative Planning Closed Holding Positions

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Atlantic Cap Bancshares Inc
Q1 2022 Filed on May 16, 2022
10,518
N/A
WBK
Westpac Banking Corporation

Financial Services
Q1 2022 Filed on May 16, 2022
19,555
N/A
CVY
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
18,517
$22.99 - $25.59 $426K - $474K
Kirkland Lake Gold LTD
Q1 2022 Filed on May 16, 2022
6,604
N/A
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
19,850
$6.89 - $8.39 $137K - $167K
RIGS
Riverfront Strategic Income Fd

ETFs
Q1 2022 Filed on May 16, 2022
16,930
$23.46 - $24.58 $397K - $416K
Apollo Global Mgmt Inc
Q1 2022 Filed on May 16, 2022
8,000
N/A
Ihs Markit LTD
Q1 2022 Filed on May 16, 2022
9,013
N/A
VBIV
Vbi Vaccines Inc

Healthcare
Q1 2022 Filed on May 16, 2022
14,900
$1.27 - $2.47 $18.9K - $36.8K
Wisdomtree Tr
Q1 2022 Filed on May 16, 2022
22,815
N/A
LCNB
Lcnb Corp

Financial Services
Q1 2022 Filed on May 16, 2022
632,900
$17.56 - $20.2 $11.1M - $12.8M
GAU
Galiano Gold Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
13,709
$0.55 - $0.77 $7.54K - $10.6K
MDWD
Medi Wound Ltd.

Healthcare
Q1 2022 Filed on May 16, 2022
12,500
$1.86 - $3.24 $23.3K - $40.5K
IEUS
Ishares Msci Europe Small Cap

ETFs
Q1 2022 Filed on May 16, 2022
6,762
$53.16 - $70.12 $359K - $474K
Sterling Bancorp Del
Q1 2022 Filed on May 16, 2022
20,213
N/A
PLCE
Childrens Place, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
4,000
$48.41 - $81.82 $194K - $327K
Trip Com Group LTD
Q1 2022 Filed on May 16, 2022
10,000
N/A
BLCN
Siren ETF Tr
Q1 2022 Filed on May 16, 2022
6,686
N/A
Ares Capital Corp
Q1 2022 Filed on May 16, 2022
10,000
N/A
Casper Sleep Inc
Q1 2022 Filed on May 16, 2022
30,050
N/A
Athene Holding LTD
Q1 2022 Filed on May 16, 2022
11,661
N/A
Omnichannel Acquisition Corp
Q1 2022 Filed on May 16, 2022
15,000
N/A
Power & Digital Infra Acq CO
Q1 2022 Filed on May 16, 2022
11,060
N/A
Power & Digital Infra Acq CO
Q1 2022 Filed on May 16, 2022
10,000
N/A
Vale S A
Q1 2022 Filed on May 16, 2022
17,589
N/A
Flaherty & Crumrine Pfd Inco
Q1 2022 Filed on May 16, 2022
17,066
N/A
Equity Distr Acquisition Cor
Q1 2022 Filed on May 16, 2022
12,000
N/A
MTAC
Med Tech Acquisition Corp

Financial Services
Q1 2022 Filed on May 16, 2022
25,000
$9.34 - $10.04 $234K - $251K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q1 2022 Filed on May 16, 2022
1,846
$97.04 - $119.53 $179K - $221K
HMLP
Hoegh Lng Partners LP
Q1 2022 Filed on May 16, 2022
16,002
$4.22 - $7.89 $67.5K - $126K
Bp Midstream Partners LP
Q1 2022 Filed on May 16, 2022
14,188
N/A
KRMA
Global X Fds Global X Consciou

ETFs
Q1 2022 Filed on May 16, 2022
6,120
$29.58 - $34.52 $181K - $211K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
Q1 2022 Filed on May 16, 2022
10,425
$26.5 - $32.21 $276K - $336K
MIRWS
Mirion Technologies Inc Wt Exp
Q1 2022 Filed on May 16, 2022
20,000
N/A
Soc Telemed Inc
Q1 2022 Filed on May 16, 2022
21,186
N/A
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 11, 2022
13,286
N/A
Raven Inds Inc
Q4 2021 Filed on Feb 11, 2022
15,380
N/A
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q4 2021 Filed on Feb 11, 2022
12,823
$9.31 - $10.12 $119K - $130K
IRBT
Irobot Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
2,616
$63.44 - $98.28 $166K - $257K
Stamps Com Inc
Q4 2021 Filed on Feb 11, 2022
1,363
N/A
Nuveen Tx Adv Total Ret Strg
Q4 2021 Filed on Feb 11, 2022
20,696
N/A
CGEN
Compugen LTD

Healthcare
Q4 2021 Filed on Feb 11, 2022
61,840
$4.09 - $7.16 $253K - $443K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
6,703
N/A
Severn Bancorp Inc Annapolis
Q4 2021 Filed on Feb 11, 2022
49,387
N/A
WPRT
Westport Fuel Systems Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
13,550
$2.14 - $3.94 $29K - $53.4K
TAL
Tal Education Group

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
211,715
$3.44 - $5.35 $728K - $1.13M
Coresite Rlty Corp
Q4 2021 Filed on Feb 11, 2022
2,000
N/A
NGL
Ngl Energy Partners LP

Energy
Q4 2021 Filed on Feb 11, 2022
12,763
$1.79 - $2.82 $22.8K - $36K
Phillips 66 Partners LP
Q4 2021 Filed on Feb 11, 2022
14,072
N/A
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