Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCI
Service Corp International

Consumer Cyclical
6.07K
+ 21.95%
$75.63 - $83.25 $459K - $505K
33.7K $2.81M
HBNC
Horizon Bancorp Inc

Financial Services
30K
+ 26.06%
$15.01 - $16.88 $450K - $506K
145K $2.32M
CWB
Spdr Bloomberg Convertible Sec

ETFs
553
+ 0.86%
$82.29 - $90.77 $45.5K - $50.2K
64.7K $5.86M
ENVA
Enova International, Inc.

Financial Services
4.4K
+ 35.11%
$100.56 - $127.32 $443K - $560K
16.9K $1.95M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.6K
+ 1.09%
$78.11 - $79.07 $438K - $443K
519K $40.9M
MGRC
Mcgrath Rentcorp

Industrials
4.57K
+ 49.98%
$113.6 - $127.77 $519K - $584K
13.7K $1.61M
UGP
Ultrapar Holdings Inc

Energy
83.6K
+ 33.42%
$2.83 - $4.1 $237K - $343K
334K $1.37M
HURN
Huron Consulting Group Inc.

Industrials
3.26K
+ 43.97%
$121.98 - $146.77 $398K - $479K
10.7K $1.57M
FRME
First Merchants Corp

Financial Services
15.3K
+ 31.23%
$37.07 - $41.88 $567K - $640K
64.2K $2.42M
RPD
Rapid7, Inc.

Technology
33.1K
+ 193.44%
$17.88 - $25.59 $591K - $846K
50.2K $940K
FDN
First Tr Fd Dow Jones

ETFs
1.04K
+ 4.34%
$264.06 - $287.34 $275K - $299K
25K $7M
LGND
Ligand Pharmaceuticals Inc

Healthcare
1.36K
+ 28.7%
$112.56 - $177.14 $153K - $241K
6.11K $1.08M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3.22K
+ 7.61%
$259.44 - $278.65 $835K - $897K
45.5K $11.8M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
18K
+ 39.11%
$21.7 - $26.32 $391K - $475K
64.1K $1.57M
BNDX
Vanguard Total International B

ETFs
11.3K
+ 3.89%
$49.0 - $49.51 $553K - $558K
301K $14.9M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
13.3K
+ 66.95%
$42.9 - $46.83 $569K - $621K
33.1K $1.42M
TCBI
Texas Capital Bancshares Inc

Financial Services
5.85K
+ 66.44%
$79.46 - $89.73 $465K - $525K
14.7K $1.24M
OSCR
Oscar Health, Inc.

Healthcare
36.4K
+ 60.97%
$13.42 - $20.45 $488K - $744K
96.1K $1.82M
PARR
Par Pacific Holdings, Inc.

Energy
2.57K
+ 5.1%
$27.09 - $37.84 $69.6K - $97.2K
53K $1.88M
AMG
Affiliated Managers Group, Inc.

Financial Services
1.16K
+ 18.42%
$198.72 - $244.34 $231K - $284K
7.47K $1.78M
AMH
American Homes 4 Rent

Real Estate
17.8K
+ 95.68%
$32.47 - $36.74 $578K - $654K
36.4K $1.21M
CBT
Cabot Corp

Basic Materials
6.88K
+ 46.87%
$72.0 - $82.94 $495K - $570K
21.5K $1.64M
TR
Tootsie Roll Industries Inc

Consumer Defensive
12.8K
New
$34.05 - $41.92 $435K - $535K
12.8K $535K
KEY
Keycorp

Financial Services
18.9K
+ 13.24%
$17.37 - $19.39 $328K - $366K
161K $3.02M
MNKD
Mannkind Corp

Healthcare
64.1K
+ 55.52%
$3.42 - $5.74 $219K - $368K
180K $964K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.83K
+ 19.62%
$98.53 - $107.1 $377K - $410K
23.3K $2.45M
SMPL
Simply Good Foods CO

Consumer Defensive
27.3K
+ 127.87%
$24.59 - $34.05 $671K - $929K
48.6K $1.21M
TRP
Tc Energy Corp

Energy
4.27K
+ 8.06%
$46.58 - $54.41 $199K - $232K
57.2K $3.11M
XENE
Xenon Pharmaceuticals Inc.

Healthcare
13.2K
New
$30.3 - $40.15 $400K - $530K
13.2K $530K
GSBC
Great Southern Bancorp, Inc.

Financial Services
7.21K
+ 20.55%
$55.99 - $64.51 $404K - $465K
42.3K $2.59M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
12.3K
New
$40.38 - $43.07 $495K - $528K
12.3K $527K
MAN
Manpower Group Inc.

Industrials
14.4K
+ 182.15%
$37.33 - $45.7 $538K - $659K
22.3K $846K
WMS
Advanced Drainage Systems, Inc.

Industrials
948
+ 5.71%
$110.89 - $148.5 $105K - $141K
17.6K $2.43M
AGNC
Agnc Investment Corp.

Real Estate
39.7K
+ 17.41%
$9.2 - $10.37 $365K - $411K
267K $2.62M
IESC
Ies Holdings, Inc.

Industrials
719
+ 30.65%
$289.3 - $397.65 $208K - $286K
3.07K $1.22M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
28.3K
+ 20.31%
$16.46 - $17.1 $466K - $484K
168K $2.85M
IGV
Ishares Expanded Tech Software

ETFs
2.72K
+ 7.23%
$105.96 - $117.79 $289K - $321K
40.4K $4.65M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
9.58K
+ 1.1%
$11.15 - $11.87 $107K - $114K
879K $10.2M
ONB
Old National Bancorp

Financial Services
19.5K
+ 13.15%
$20.4 - $23.47 $399K - $459K
168K $3.69M
M
Macy'S, Inc.

Consumer Cyclical
10.4K
+ 19.61%
$11.9 - $18.17 $124K - $189K
63.4K $1.14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.95K
+ 4.84%
$72.01 - $74.44 $428K - $443K
129K $9.46M
SWK
Stanley Black & Decker, Inc.

Industrials
5.03K
+ 22.99%
$66.98 - $79.52 $337K - $400K
26.9K $2M
MAIN
Main Street Capital Corp

Financial Services
2.77K
+ 3.68%
$59.28 - $67.54 $164K - $187K
78.1K $4.97M
NEWT
Newtek Business Services Corp.

Financial Services
45K
New
$11.16 - $12.53 $503K - $564K
45K $515K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
14.7K
+ 69.68%
$24.17 - $29.62 $356K - $437K
35.9K $1.03M
SSTK
Shutterstock, Inc.

Communication Services
20.2K
+ 40.94%
$18.17 - $22.02 $367K - $445K
69.5K $1.45M
GIC
Global Industrial CO

Industrials
6.13K
+ 20.39%
$26.89 - $38.46 $165K - $236K
36.2K $1.33M
HIW
Highwoods Properties, Inc.

Real Estate
15K
+ 30.5%
$28.32 - $32.39 $425K - $486K
64.2K $2.04M
AZZ
Azz Inc

Industrials
3.77K
+ 55.14%
$96.74 - $119.54 $365K - $451K
10.6K $1.16M
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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