Creative Planning Closed Holding Positions

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
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
AWAY
ETF Managers Tr Etfmg Travel T

ETFs
Q2 2021 Filed on Aug 04, 2021
26,269
$27.62 - $31.94 $726K - $839K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
17,444
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
12,000
N/A
EBON
Ebang International Holdings Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
1,080
$2.41 - $7.03 $2.6K - $7.59K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
15,000
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
11,025
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
18,890
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
12,550
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
21,000
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
14,088
N/A
NVVE
Nuvve Holding Corp.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
12,306
$7.37 - $14.12 $90.7K - $174K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
10,709
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
35,156
N/A
IPOFWS
Social Cap Hedosophia Hldgs CO
Q2 2021 Filed on Aug 04, 2021
10,000
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
11,361
N/A
IPOF
Social Capital Hedosophia Holdings Corp. Vi

Financial Services
Q2 2021 Filed on Aug 04, 2021
26,092
$9.93 - $11.14 $259K - $291K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
134,569
N/A
IPODWS
Social Cap Hedosophia Hldgs CO
Q2 2021 Filed on Aug 04, 2021
20,000
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
20,000
N/A
HYFM
Hydrofarm Holdings Group, Inc.

Industrials
Q2 2021 Filed on Aug 04, 2021
3,790
$53.72 - $65.7 $204K - $249K
VVOS
Vivos Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
31,000
$4.83 - $9.67 $150K - $300K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
19,150
N/A
ACEV
Ace Convergence Acquisition Corp.

Financial Services
Q2 2021 Filed on Aug 04, 2021
17,606
$9.88 - $10.3 $174K - $181K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
14,899
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
35,562
N/A
HZON
Horizon Acquisition Corp Ii

Financial Services
Q2 2021 Filed on Aug 04, 2021
75,040
$9.74 - $10.43 $731K - $783K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
29,000
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
28,651
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
32,389
N/A
HZONWS
Horizon Acquisition Corp Ii
Q2 2021 Filed on Aug 04, 2021
100,000
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
24,301
N/A
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