Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
19.9K
+ 72.48%
$40.2 - $44.58 $799K - $886K
47.3K $2.08M
SIG
Signet Jewelers LTD

Consumer Cyclical
6.3K
+ 28.81%
$74.31 - $96.87 $468K - $610K
28.2K $2.7M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
11.5K
+ 26.67%
$59.28 - $71.9 $683K - $828K
54.7K $3.61M
TREX
Trex CO Inc

Industrials
21.7K
+ 36.16%
$50.48 - $68.49 $1.1M - $1.49M
81.7K $4.22M
BY
Byline Bancorp, Inc.

Financial Services
31.9K
+ 42.43%
$25.49 - $29.44 $812K - $938K
107K $2.96M
ULCC
Frontier Group Holdings, Inc.

Industrials
149K
+ 39.06%
$3.31 - $5.61 $492K - $834K
529K $2.34M
HWC
Hancock Whitney Corp

Financial Services
14.1K
+ 99.77%
$57.63 - $64.31 $814K - $908K
28.3K $1.77M
JEF
Jefferies Financial Group Inc.

Financial Services
6.84K
+ 14.42%
$54.67 - $70.36 $374K - $481K
54.3K $3.55M
DHC
Diversified Healthcare Trust

Real Estate
211K
+ 753.73%
$3.27 - $4.6 $692K - $973K
240K $1.06M
SIGI
Selective Insurance Group Inc

Financial Services
15.7K
+ 27.59%
$75.0 - $90.91 $1.18M - $1.43M
72.6K $5.88M
IGM
Ishares Expanded Tech Sector E

ETFs
3.78K
+ 10.81%
$110.96 - $127.67 $420K - $483K
38.7K $4.88M
SFBS
Servis First Bancshares, Inc.

Financial Services
2.68K
+ 1.1%
$76.69 - $89.24 $206K - $239K
246K $19.8M
PBA
Pembina Pipeline Corp

Energy
17.7K
+ 22.99%
$35.5 - $40.58 $630K - $720K
94.9K $3.84M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
29.9K
+ 252.26%
N/A
41.7K $1.32M
SHG
Shinhan Financial Group CO LTD

Financial Services
27.1K
+ 16.65%
N/A
190K $6.58M
SM
Sm Energy CO

Energy
36.7K
+ 44.74%
$24.97 - $28.98 $916K - $1.06M
119K $2.96M
ATEX
Anterix Inc.

Communication Services
43.7K
New
$20.96 - $25.23 $916K - $1.1M
43.7K $938K
LAUR
Laureate Education, Inc.

Consumer Defensive
22.3K
+ 77.1%
$22.6 - $31.57 $503K - $703K
51.2K $1.61M
NMR
Nomura Holdings Inc

Financial Services
93.8K
+ 25.65%
$6.28 - $7.56 $589K - $709K
460K $3.34M
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
156K
+ 65.11%
$5.43 - $6.23 $849K - $974K
396K $2.39M
CLF
Cleveland Cliffs Inc.

Basic Materials
29K
+ 23.08%
$8.12 - $12.84 $235K - $372K
155K $1.89M
AON
Aon PLC

Financial Services
2.62K
+ 8.89%
$350.91 - $375.27 $919K - $983K
32.1K $11.4M
CCS
Century Communities, Inc.

Consumer Cyclical
10.4K
+ 27.52%
$56.29 - $69.8 $587K - $728K
48.3K $3.06M
PRF
Invesco Exchange Traded Fd Tr

ETFs
7.55K
+ 3.8%
$42.04 - $45.23 $317K - $341K
206K $9.31M
SBSW
Sibanye Stillwater LTD

Basic Materials
44.5K
+ 42.24%
$7.27 - $11.24 $323K - $500K
150K $1.68M
VTRS
Viatris Inc

Healthcare
65.1K
+ 22.56%
$8.74 - $10.69 $569K - $695K
353K $3.5M
EXPD
Expeditors International Of Washington Inc

Industrials
5.49K
+ 18.29%
$111.37 - $124.95 $612K - $686K
35.5K $4.35M
PKW
Invesco Exchange Traded Fd Tr

ETFs
6K
+ 41.47%
$123.59 - $132.83 $741K - $797K
20.5K $2.71M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
11.6K
+ 11.99%
$70.85 - $76.96 $821K - $892K
108K $8.23M
CMS
Cms Energy Corp

Utilities
9.82K
+ 19.45%
$69.37 - $74.67 $681K - $733K
60.3K $4.42M
GBCI
Glacier Bancorp, Inc.

Financial Services
11.8K
+ 19.29%
$42.86 - $50.13 $508K - $594K
73.2K $3.56M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
24.5K
+ 57.72%
$30.8 - $37.14 $755K - $910K
67K $2.28M
MKTX
Marketaxess Holdings Inc

Financial Services
6.24K
+ 181.68%
$174.25 - $223.11 $1.09M - $1.39M
9.67K $1.68M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.55K
+ 2.89%
$119.73 - $134.7 $305K - $343K
90.7K $12.1M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
320
+ 0.95%
$195.29 - $223.85 $62.5K - $71.6K
34K $7.56M
MFC
Manulife Financial Corp

Financial Services
35.2K
+ 15.24%
$29.9 - $32.34 $1.05M - $1.14M
266K $8.29M
CUBE
Cube Smart

Real Estate
23.9K
+ 67.91%
$38.71 - $43.34 $926K - $1.04M
59.1K $2.4M
RRC
Range Resources Corp

Energy
26.5K
+ 88.87%
$32.79 - $39.33 $869K - $1.04M
56.3K $2.12M
AXSM
Axsome Therapeutics, Inc.

Healthcare
5.2K
+ 32.33%
$100.39 - $129.29 $522K - $672K
21.3K $2.58M
BDC
Belden Inc.

Technology
6.4K
+ 20.97%
$115.58 - $133.49 $739K - $854K
36.9K $4.44M
KMPR
Kemper Corp

Financial Services
18.6K
+ 438.75%
$48.42 - $64.74 $900K - $1.2M
22.8K $1.18M
OGS
One Gas, Inc.

Utilities
7.51K
+ 23.1%
$72.16 - $80.94 $542K - $608K
40K $3.24M
KRYS
Krystal Biotech, Inc.

Healthcare
3.25K
+ 38.93%
$134.94 - $176.75 $439K - $575K
11.6K $2.05M
LANC
Lancaster Colony Corp

Consumer Defensive
4.67K
+ 73.24%
$171.5 - $183.37 $801K - $856K
11K $2M
LITE
Lumentum Holdings Inc.

Technology
1.46K
+ 14.94%
$90.44 - $171.5 $132K - $251K
11.3K $1.83M
STEP
Step Stone Group Inc.

Financial Services
8.26K
+ 22.83%
$55.47 - $67.35 $458K - $556K
44.4K $2.9M
LEU
Centrus Energy Corp

Energy
1.91K
+ 80.48%
$166.58 - $315.62 $318K - $603K
4.28K $1.33M
UWMC
Uwm Holdings Corp

Financial Services
103K
+ 75.77%
$3.99 - $6.91 $411K - $711K
239K $1.45M
PHYS
Sprott Physical Gold Trust

Financial Services
73
+ 0.04%
$25.02 - $29.62 $1.83K - $2.16K
206K $6.1M
Activity Summary
Buys All Purchases 2922 New Holdings 336 Increased Positions 2586 Sells All Sells 798 Reductions 798 Sold out 0 Options Calls 29 Puts 31
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