Creative Planning Closed Holding Positions

Creative Planning

$101 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
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
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
Greenbrier Cos Inc	Q1 2018 Filed on Apr 18, 2018	17,000	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

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.