Creative Planning Closed Holding Positions

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
GROW
U S Global Investors Inc

Financial Services
Q4 2017 Filed on Jan 17, 2018
14,875
$2.05 - $6.83 $30.5K - $102K
United States Natl Gas Fund
Q4 2017 Filed on Jan 17, 2018
11,760
N/A
Teekay Offshore Partners L P
Q4 2017 Filed on Jan 17, 2018
24,795
N/A
Direxion Shs ETF Tr
Q4 2017 Filed on Jan 17, 2018
19,000
N/A
Amtrust Finl Svcs Inc
Q4 2017 Filed on Jan 17, 2018
18,392
N/A
Powershares ETF Tr Ii
Q4 2017 Filed on Jan 17, 2018
4,906
N/A
FXR
First Trust Industrials/Produc

ETFs
Q4 2017 Filed on Jan 17, 2018
12,282
$37.4 - $40.8 $459K - $501K
Fieldpoint Petroleum Corp
Q4 2017 Filed on Jan 17, 2018
10,000
N/A
Fifth Street Finance Corp
Q4 2017 Filed on Jan 17, 2018
17,156
N/A
Neptune Technologies Bioreso
Q4 2017 Filed on Jan 17, 2018
15,529
N/A
Proshares Tr Ii
Q4 2017 Filed on Jan 17, 2018
10,020
N/A
Two Hbrs Invt Corp
Q4 2017 Filed on Jan 17, 2018
32,166
N/A
Comstock Mng Inc
Q4 2017 Filed on Jan 17, 2018
40,000
N/A
CARZ
First Trust ETF Ii First Tr S
Q4 2017 Filed on Jan 17, 2018
23,313
N/A
New York Reit Inc
Q4 2017 Filed on Jan 17, 2018
16,746
N/A
Mtge Invt Corp
Q4 2017 Filed on Jan 17, 2018
15,753
N/A
Delphi Automotive PLC
Q4 2017 Filed on Jan 17, 2018
9,586
N/A
Credit Suisse Ag Nassau Brh
Q4 2017 Filed on Jan 17, 2018
68,900
N/A
Wmih Corp
Q4 2017 Filed on Jan 17, 2018
11,591
N/A
Regulus Therapeutics Inc
Q4 2017 Filed on Jan 17, 2018
41,000
N/A
Alon Usa Partners LP
Q4 2017 Filed on Jan 17, 2018
11,579
N/A
Quintiles Ims Holdings Inc
Q4 2017 Filed on Jan 17, 2018
4,603
N/A
KMDA
Kamada LTD

Healthcare
Q4 2017 Filed on Jan 17, 2018
22,000
$4.35 - $5.15 $95.7K - $113K
Five Prime Therapeutics Inc
Q4 2017 Filed on Jan 17, 2018
6,514
N/A
Rsp Permian Inc
Q4 2017 Filed on Jan 17, 2018
25,077
N/A
Versartis Inc
Q4 2017 Filed on Jan 17, 2018
10,130
N/A
Washington Prime Group New
Q4 2017 Filed on Jan 17, 2018
12,593
N/A
Kite Pharma Inc
Q4 2017 Filed on Jan 17, 2018
1,978
N/A
OTIC
Otonomy, Inc.

Healthcare
Q4 2017 Filed on Jan 17, 2018
45,548
$2.8 - $5.55 $128K - $253K
Cone Midstream Partners LP
Q4 2017 Filed on Jan 17, 2018
40,095
N/A
Zayo Group Hldgs Inc
Q4 2017 Filed on Jan 17, 2018
8,801
N/A
Rice Midstream Partners LP
Q4 2017 Filed on Jan 17, 2018
25,233
N/A
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q4 2017 Filed on Jan 17, 2018
13,148
$16.9 - $18.84 $222K - $248K
Tracon Pharmaceuticals Inc
Q4 2017 Filed on Jan 17, 2018
25,000
N/A
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
Q4 2017 Filed on Jan 17, 2018
21,167
N/A
Arcadia Biosciences Inc
Q4 2017 Filed on Jan 17, 2018
45,000
N/A
Staffing 360 Solutions Inc
Q4 2017 Filed on Jan 17, 2018
10,200
N/A
Versum Matls Inc
Q4 2017 Filed on Jan 17, 2018
6,569
N/A
Reaves Util Income Fd
Q4 2017 Filed on Jan 17, 2018
13,584
N/A
SKX
Skechers Usa Inc

Consumer Cyclical
Q4 2017 Filed on Jan 17, 2018
10,000
$24.03 - $38.66 $240K - $387K
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