Creative Planning Closed Holding Positions

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SIOX
Sio Gene Therapies Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
56,728
$2.07 - $2.89 $117K - $164K
FURY
Fury Gold Mines LTD

Basic Materials
Q2 2021 Filed on Aug 04, 2021
10,652
$1.19 - $1.46 $12.7K - $15.6K
GTHX
G1 Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
10,609
$19.57 - $26.32 $208K - $279K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
61,270
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
5,974
N/A
VLDR
Velodyne Lidar, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
14,129
$9.2 - $14.89 $130K - $210K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
Q2 2021 Filed on Aug 04, 2021
2,555
$92.49 - $113.55 $236K - $290K
RMO
Romeo Power, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
17,524
$6.61 - $12.8 $116K - $224K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
Q2 2021 Filed on Aug 04, 2021
20,087
$26.14 - $28.15 $525K - $565K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
41,700
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
14,800
N/A
ATHA
Athira Pharma, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
13,255
$10.24 - $20.87 $136K - $277K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
13,600
N/A
GLSI
Greenwich Life Sciences, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
7,351
$31.24 - $53.6 $230K - $394K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
7,035
$41.21 - $49.09 $290K - $345K
ATCO
Atlas Corp.

Financial Services
Q2 2021 Filed on Aug 04, 2021
19,288
$13.28 - $14.51 $256K - $280K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
Q2 2021 Filed on Aug 04, 2021
21,861
$5.47 - $6.18 $120K - $135K
PXJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 04, 2021
16,665
$15.45 - $21.3 $257K - $355K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
3,495
N/A
FONR
Fonar Corp

Healthcare
Q2 2021 Filed on Aug 04, 2021
27,012
$16.58 - $19.0 $448K - $513K
CRNT
Ceragon Networks LTD

Technology
Q2 2021 Filed on Aug 04, 2021
16,425
$3.01 - $3.98 $49.4K - $65.4K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
11,600
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
10,853
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
10,000
N/A
AVNW
Aviat Networks, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
14,038
$28.0 - $41.97 $393K - $589K
TX
Ternium S.A.

Basic Materials
Q2 2021 Filed on Aug 04, 2021
21,937
$32.74 - $41.07 $718K - $901K
CHW
Calamos Global Dynamic Income Fund

Financial Services
Q2 2021 Filed on Aug 04, 2021
11,600
$10.12 - $11.03 $117K - $128K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
11,200
N/A
VHC
Virnet X Holding Corp

Technology
Q2 2021 Filed on Aug 04, 2021
11,626
$3.96 - $5.59 $46K - $65K
INFI
Infinity Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
37,310
$2.66 - $3.47 $99.2K - $129K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
13,750
N/A
TGH
Textainer Group Holdings LTD

Industrials
Q2 2021 Filed on Aug 04, 2021
14,510
$24.57 - $35.25 $357K - $511K
INUV
Inuvo, Inc.

Communication Services
Q2 2021 Filed on Aug 04, 2021
16,025
$0.62 - $1.06 $9.94K - $17K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
Q2 2021 Filed on Aug 04, 2021
11,117
$84.38 - $91.8 $938K - $1.02M
Creative Planning
Q2 2021 Filed on Aug 04, 2021
33,787
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
5,203
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
16,692
N/A
ATOS
Atossa Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
48,666
$1.52 - $8.62 $74K - $420K
TTT
Proshares Ultrapro Short 20 +

ETFs
Q2 2021 Filed on Aug 04, 2021
5,035
$35.84 - $44.91 $180K - $226K
TCS
Container Store Group, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
56,306
$11.65 - $16.42 $656K - $925K
CRTD
Creatd, Inc.

Communication Services
Q2 2021 Filed on Aug 04, 2021
10,000
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
17,990
N/A
USDP
Usd Partners LP

Industrials
Q2 2021 Filed on Aug 04, 2021
11,548
$5.58 - $7.55 $64.4K - $87.2K
ATOM
Atomera Inc

Technology
Q2 2021 Filed on Aug 04, 2021
11,865
$13.53 - $27.93 $161K - $331K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q2 2021 Filed on Aug 04, 2021
8,375
$35.39 - $40.24 $296K - $337K
FDRR
Fidelity Covington Tr Divid Et

ETFs
Q2 2021 Filed on Aug 04, 2021
5,508
$40.48 - $42.69 $223K - $235K
OBSV
Obs Eva Sa

Healthcare
Q2 2021 Filed on Aug 04, 2021
24,960
$2.56 - $3.35 $63.9K - $83.6K
YEXT
Yext, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
11,628
$12.18 - $15.14 $142K - $176K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
17,250
N/A
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