Creative Planning Closed Holding Positions

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
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
OBSV
Obs Eva Sa

Healthcare
Q2 2021 Filed on Aug 04, 2021
24,960
$2.56 - $3.35 $63.9K - $83.6K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
17,250
N/A
APRN
Blue Apron Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
19,748
$4.08 - $6.67 $80.6K - $132K
FRSX
Foresight Autonomous Holdings Ltd.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
10,980
$3.16 - $6.09 $34.7K - $66.9K
KEMQ
Kraneshares Tr Emerging Mkts C

ETFs
Q2 2021 Filed on Aug 04, 2021
12,432
$29.82 - $34.1 $371K - $424K
FLCH
Franklin Templeton ETF Tr

ETFs
Q2 2021 Filed on Aug 04, 2021
6,439
$30.1 - $33.05 $194K - $213K
HEXO
Hexo Corp.

Healthcare
Q2 2021 Filed on Aug 04, 2021
9,689
$5.22 - $7.33 $50.6K - $71K
LAZY
Lazydays Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
19,010
$18.38 - $25.1 $349K - $477K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
11,298
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
38,384
N/A
ITRM
Iterum Therapeutics PLC

Healthcare
Q2 2021 Filed on Aug 04, 2021
13,075
$0.97 - $2.39 $12.7K - $31.2K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
7,763
N/A
CANG
Cango Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
24,800
$5.1 - $8.49 $126K - $211K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q2 2021 Filed on Aug 04, 2021
3,051
$63.7 - $73.24 $194K - $223K
TUFN
Tufin Software Technologies Ltd.

Technology
Q2 2021 Filed on Aug 04, 2021
10,000
$8.0 - $10.87 $80K - $109K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
42,805
N/A
DM
Desktop Metal, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
8,402
$10.98 - $15.36 $92.3K - $129K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
11,300
N/A
TFFP
Tff Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
12,330
$8.48 - $13.61 $105K - $168K
CAN
Canaan Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
14,140
$7.41 - $22.0 $105K - $311K
CURI
Curiosity Stream Inc.

Communication Services
Q2 2021 Filed on Aug 04, 2021
9,565
$8.39 - $15.46 $80.3K - $148K
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