Creative Planning Closed Holding Positions

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VALE
Vale S.A.

Basic Materials
Q3 2021 Filed on Nov 10, 2021
100
$13.8 - $22.94 $1.38K - $2.29K
GFI
Gold Fields LTD

Basic Materials
Q3 2021 Filed on Nov 10, 2021
30,000
$7.75 - $10.04 $233K - $301K
UPH
Up Health, Inc.

Healthcare
Q3 2021 Filed on Nov 10, 2021
70,000
$3.16 - $6.8 $221K - $476K
SIFY
Sify Technologies LTD

Communication Services
Q2 2021 Filed on Aug 04, 2021
20,500
$2.78 - $3.82 $57K - $78.3K
ENG
Englobal Corp

Industrials
Q2 2021 Filed on Aug 04, 2021
195,841
$2.04 - $4.49 $400K - $879K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
30,660
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
4,554
N/A
HURC
Hurco Companies Inc

Industrials
Q2 2021 Filed on Aug 04, 2021
17,485
$33.75 - $37.72 $590K - $660K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q2 2021 Filed on Aug 04, 2021
12,859
$13.28 - $13.7 $171K - $176K
GNW
Genworth Financial Inc

Financial Services
Q2 2021 Filed on Aug 04, 2021
27,501
$3.38 - $4.4 $93K - $121K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
49,645
N/A
CENT
Central Garden & Pet CO

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
16,362
$52.93 - $59.45 $866K - $973K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
18,389
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
32,146
N/A
VIVO
Meridian Bioscience Inc

Healthcare
Q2 2021 Filed on Aug 04, 2021
64,044
$18.01 - $28.32 $1.15M - $1.81M
Creative Planning
Q2 2021 Filed on Aug 04, 2021
911,669
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
13,500
N/A
AXU
Alexco Resource Corp

Basic Materials
Q2 2021 Filed on Aug 04, 2021
17,247
$2.45 - $3.24 $42.3K - $55.9K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q2 2021 Filed on Aug 04, 2021
2,026
$135.64 - $162.39 $275K - $329K
CENTA
Central Garden & Pet Company C

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
25,625
$48.3 - $54.54 $1.24M - $1.4M
GAIN
Gladstone Investment Corporation\De

Financial Services
Q2 2021 Filed on Aug 04, 2021
20,805
$12.52 - $14.78 $260K - $307K
NVGS
Navigator Holdings Ltd.

Energy
Q2 2021 Filed on Aug 04, 2021
193,216
$9.0 - $11.7 $1.74M - $2.26M
MNDO
Mind Cti LTD

Technology
Q2 2021 Filed on Aug 04, 2021
12,500
$2.69 - $3.24 $33.6K - $40.5K
FAS
Direxion Daily Financial Bull

ETFs
Q2 2021 Filed on Aug 04, 2021
4,427
$93.99 - $125.29 $416K - $555K
TNA
Direxion Daily Small Cap Bull

ETFs
Q2 2021 Filed on Aug 04, 2021
5,828
$77.87 - $102.51 $454K - $597K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
46,081
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
24,785
N/A
HHC
Howard Hughes Corp

Real Estate
Q2 2021 Filed on Aug 04, 2021
5,531
$97.33 - $110.73 $538K - $612K
VOC
Voc Energy Trust

Energy
Q2 2021 Filed on Aug 04, 2021
162,969
$3.36 - $4.73 $548K - $771K
VSTM
Verastem, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
71,047
$2.57 - $4.85 $183K - $345K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
4,034
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
69,531
N/A
FATE
Fate Therapeutics Inc

Healthcare
Q2 2021 Filed on Aug 04, 2021
4,175
$67.25 - $92.52 $281K - $386K
QURE
Uni Qure N.V.

Healthcare
Q2 2021 Filed on Aug 04, 2021
6,580
$29.97 - $37.17 $197K - $245K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
22,000
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
100,000
N/A
LMNX
Luminex Corporation

Healthcare
Q2 2021 Filed on Aug 04, 2021
12,072
N/A
TWO
Two Harbors Investment Corp.

Real Estate
Q2 2021 Filed on Aug 04, 2021
14,728
$6.85 - $8.09 $101K - $119K
BIG
Big Lots Inc

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
12,254
$60.94 - $72.31 $747K - $886K
UPLD
Upland Software, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
7,868
$38.95 - $51.09 $306K - $402K
VNTR
Venator Materials PLC

Basic Materials
Q2 2021 Filed on Aug 04, 2021
85,200
$4.29 - $5.56 $366K - $474K
AAU
Almaden Minerals LTD

Basic Materials
Q2 2021 Filed on Aug 04, 2021
13,500
$0.48 - $0.58 $6.48K - $7.83K
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
3,654
$63.06 - $97.54 $230K - $356K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
12,696
N/A
KBA
Kraneshares Bosera Msci China

ETFs
Q2 2021 Filed on Aug 04, 2021
5,491
$43.4 - $48.9 $238K - $269K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
69,977
N/A
POLY
Plantronics Inc

Technology
Q2 2021 Filed on Aug 04, 2021
11,568
$28.52 - $42.54 $330K - $492K
RZG
Invesco Fd Tr S&P Smallcap 600
Q2 2021 Filed on Aug 04, 2021
3,391
N/A
LOOP
Loop Industries, Inc.

Basic Materials
Q2 2021 Filed on Aug 04, 2021
821,367
$7.71 - $15.9 $6.33M - $13.1M
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