Creative Planning Closed Holding Positions

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
OESX
Orion Energy Systems, Inc.

Industrials
Q1 2018 Filed on Apr 18, 2018
10,000
$0.77 - $0.93 $7.7K - $9.3K
Powershares ETF Trust
Q1 2018 Filed on Apr 18, 2018
43,008
N/A
Claymore Exchange Trd Fd Tr
Q1 2018 Filed on Apr 18, 2018
16,205
N/A
Investors Bancorp Inc New
Q1 2018 Filed on Apr 18, 2018
287,744
N/A
Msb Finl Corp New
Q1 2018 Filed on Apr 18, 2018
19,274
N/A
Bio Path Holdings Inc
Q1 2018 Filed on Apr 18, 2018
50,000
N/A
USD
Proshares Ultra Semiconductors

ETFs
Q1 2018 Filed on Apr 18, 2018
9,470
N/A
Powershares ETF Trust
Q1 2018 Filed on Apr 18, 2018
1,913
N/A
ESSA
Essa Bancorp, Inc.

Financial Services
Q1 2018 Filed on Apr 18, 2018
38,500
$14.28 - $16.74 $550K - $644K
Washingtonfirst Bankshares I
Q1 2018 Filed on Apr 18, 2018
93,372
N/A
Bank Amer Corp
Q1 2018 Filed on Apr 18, 2018
11,000
N/A
First Conn Bancorp Inc Md
Q1 2018 Filed on Apr 18, 2018
20,000
N/A
Intermolecular Inc
Q1 2018 Filed on Apr 18, 2018
30,000
N/A
SLCA
U.S. Silica Holdings, Inc.

Energy
Q1 2018 Filed on Apr 18, 2018
65,138
$25.08 - $38.25 $1.63M - $2.49M
Vaneck Vectors ETF Tr
Q1 2018 Filed on Apr 18, 2018
155,574
N/A
Vantiv Inc
Q1 2018 Filed on Apr 18, 2018
18,706
N/A
Goldman Sachs Group Inc
Q1 2018 Filed on Apr 18, 2018
79,000
N/A
Prospect Capital Corporation
Q1 2018 Filed on Apr 18, 2018
19,000
N/A
Ares Cap Corp
Q1 2018 Filed on Apr 18, 2018
45,000
N/A
Wisdomtree Tr
Q1 2018 Filed on Apr 18, 2018
24,800
N/A
Nordic Amern Offshore LTD
Q1 2018 Filed on Apr 18, 2018
22,571
N/A
Juno Therapeutics Inc
Q1 2018 Filed on Apr 18, 2018
60,649
N/A
Avinger Inc
Q1 2018 Filed on Apr 18, 2018
60,094
N/A
Aduro Biotech Inc
Q1 2018 Filed on Apr 18, 2018
12,500
N/A
Ritter Pharmaceuticals Inc
Q1 2018 Filed on Apr 18, 2018
95,600
N/A
Cemex Sab De Cv
Q1 2018 Filed on Apr 18, 2018
11,000
N/A
Ship Finance International L
Q1 2018 Filed on Apr 18, 2018
40,000
N/A
Quality Care Pptys Inc
Q1 2018 Filed on Apr 18, 2018
10,710
N/A
Bioverativ Inc
Q1 2018 Filed on Apr 18, 2018
13,836
N/A
HMNF
Hmn Financial Inc

Financial Services
Q1 2018 Filed on Apr 18, 2018
10,335
$18.3 - $19.5 $189K - $202K
Rydex ETF Trust
Q1 2018 Filed on Apr 18, 2018
1,625
N/A
Credit Suisse Nassau Brh
Q1 2018 Filed on Apr 18, 2018
2,260
N/A
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
Q1 2018 Filed on Apr 18, 2018
14,559
$11.44 - $13.04 $167K - $190K
Vaneck Vectors ETF Tr
Q1 2018 Filed on Apr 18, 2018
14,102
N/A
Deutsche Bk Ag London Brh
Q1 2018 Filed on Apr 18, 2018
15,082
N/A
Currencyshs Japanese Yen Tr
Q1 2018 Filed on Apr 18, 2018
6,725
N/A
Voya Risk Managed Nat Res Fd
Q1 2018 Filed on Apr 18, 2018
10,395
N/A
Wisdomtree Tr
Q1 2018 Filed on Apr 18, 2018
12,000
N/A
Powershares ETF Trust
Q1 2018 Filed on Apr 18, 2018
10,575
N/A
VTVT
V Tv Therapeutics Inc.

Healthcare
Q1 2018 Filed on Apr 18, 2018
19,000
$3.91 - $7.83 $74.3K - $149K
Tech Data Corp
Q1 2018 Filed on Apr 18, 2018
2,097
N/A
Wisdomtree Tr
Q1 2018 Filed on Apr 18, 2018
14,000
N/A
PTR
Petrochina CO LTD

Energy
Q1 2018 Filed on Apr 18, 2018
5,982
$67.1 - $82.14 $401K - $491K
Telefonica Brasil Sa
Q1 2018 Filed on Apr 18, 2018
11,981
N/A
Clearbridge Energy Mlp Fd In
Q1 2018 Filed on Apr 18, 2018
15,838
N/A
Fairmount Santrol Hldgs Inc
Q1 2018 Filed on Apr 18, 2018
64,000
N/A
Proshares Tr
Q1 2018 Filed on Apr 18, 2018
2,531
N/A
M Iii Acquisition Corp
Q1 2018 Filed on Apr 18, 2018
22,576
N/A
Camber Energy Inc
Q1 2018 Filed on Apr 18, 2018
50,024
N/A
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