Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PPC
Pilgrims Pride Corp

Consumer Defensive
8.62K
+ 41.25%
$40.22 - $50.41 $347K - $435K
29.5K $1.2M
CGGO
Capital Group Global Growth Eq

ETFs
5.19K
+ 13.4%
$31.71 - $34.17 $165K - $177K
43.9K $1.5M
TNL
Travel & Leisure Co.

Consumer Cyclical
2.84K
+ 24.13%
$53.72 - $63.45 $153K - $180K
14.6K $869K
RNGR
Ranger Energy Services, Inc.

Energy
18.5K
New
$11.28 - $14.72 $208K - $272K
18.5K $262K
ALEX
Alexander & Baldwin, Inc.

Real Estate
14.4K
New
$17.48 - $19.44 $252K - $280K
14.4K $261K
IYF
Ishares Tr

ETFs
1.4K
+ 9.44%
$119.89 - $127.16 $168K - $178K
16.2K $2.06M
CWENA
Clearway Energy Inc Cl A
7.58K
New
N/A
7.58K $261K
CNXC
Concentrix Corp

Technology
6.32K
+ 132.98%
$45.94 - $62.0 $290K - $392K
11.1K $510K
BILL
Bill.Com Holdings, Inc.

Technology
4.92K
New
$39.02 - $54.53 $192K - $268K
4.92K $260K
TILE
Interface Inc

Consumer Cyclical
706
+ 2.36%
$20.39 - $29.88 $14.4K - $21.1K
30.6K $886K
URA
Global X Uranium ETF

ETFs
1.77K
+ 8.93%
$36.45 - $50.4 $64.6K - $89.3K
21.6K $1.03M
HOUS
Anywhere Real Estate Inc.

Real Estate
6.84K
+ 25.51%
$3.64 - $10.94 $24.9K - $74.9K
33.7K $356K
GDYN
Grid Dynamics Holdings, Inc.

Technology
33.7K
New
$7.5 - $12.39 $252K - $417K
33.7K $259K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.11K
+ 60.43%
$123.13 - $140.8 $260K - $297K
5.61K $719K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.3K
+ 51.52%
$42.39 - $44.63 $225K - $237K
15.6K $695K
ILPT
Industrial Logistics Properties Trust

Real Estate
44K
New
$4.53 - $6.45 $199K - $284K
44K $256K
GGB
Gerdau S.A.

Basic Materials
78.6K
+ 112.13%
$2.85 - $3.2 $224K - $251K
149K $460K
IQDF
Flexshares International Quali

ETFs
47
+ 0.03%
$27.02 - $28.94 $1.27K - $1.36K
177K $5.05M
ALLY
Ally Financial Inc.

Financial Services
6.2K
+ 12.52%
$36.95 - $44.58 $229K - $276K
55.7K $2.18M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
10.4K
+ 31.35%
$39.13 - $48.22 $409K - $504K
43.8K $1.73M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
5.1K
New
$50.05 - $50.36 $255K - $257K
5.1K $255K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7K
New
$33.78 - $36.74 $236K - $257K
7K $254K
MATV
Schweitzer Mauduit International Inc

Basic Materials
13.2K
+ 56.88%
$6.26 - $12.74 $82.9K - $169K
36.5K $412K
EURN
Euronav Nv

Energy
16.3K
New
N/A
16.3K $253K
PHG
Koninklijke Philips Nv

Healthcare
2.4K
+ 4.18%
$23.84 - $28.62 $57.2K - $68.7K
59.8K $1.63M
FV
First Trust Dorsey Wright Focu

ETFs
1.26K
+ 1.91%
$59.23 - $62.14 $74.6K - $78.3K
67.1K $4.16M
ASC
Ardmore Shipping Corp

Industrials
21K
New
$9.72 - $13.29 $204K - $279K
21K $252K
CLDX
Celldex Therapeutics, Inc.

Healthcare
3.37K
+ 11.26%
$20.01 - $26.19 $67.4K - $88.2K
33.3K $860K
UTI
Universal Technical Institute Inc

Consumer Defensive
7.81K
New
$25.5 - $33.42 $199K - $261K
7.81K $252K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
40.1K
+ 159.48%
$2.4 - $5.57 $96.3K - $223K
65.3K $312K
CMCL
Caledonia Mining Corp PLC

Basic Materials
7.02K
New
$19.3 - $36.6 $135K - $257K
7.02K $252K
APO
Apollo Global Management, Inc.

Financial Services
6.08K
+ 9.35%
$131.55 - $156.05 $800K - $949K
71.1K $9.47M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
2.99K
New
$60.44 - $84.2 $180K - $251K
2.99K $251K
MAT
Mattel Inc

Consumer Cyclical
17.2K
+ 124.95%
$16.66 - $20.55 $287K - $354K
31K $521K
NFRA
Flexshares Stoxx Global Broad

ETFs
3.98K
New
$60.61 - $63.45 $241K - $252K
3.98K $250K
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
393
+ 3.28%
$38.82 - $59.43 $15.3K - $23.4K
12.4K $734K
NVST
Envista Holdings Corp

Healthcare
11.4K
+ 54.94%
$18.89 - $21.72 $215K - $247K
32.1K $653K
HYGV
Flexshares Tr High Yield Value

ETFs
6.03K
+ 119.84%
$40.55 - $41.28 $244K - $249K
11.1K $455K
URTH
Ishares Msci World ETF

ETFs
1.37K
New
$168.96 - $181.71 $232K - $249K
1.37K $249K
NRG
Nrg Energy, Inc.

Utilities
255
+ 0.17%
$144.77 - $173.91 $36.9K - $44.3K
151K $24.4M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
5.93K
New
$38.85 - $41.97 $230K - $249K
5.93K $248K
CPK
Chesapeake Utilities Corp

Utilities
1.02K
+ 13.39%
$119.5 - $135.26 $122K - $138K
8.65K $1.16M
WASH
Washington Trust Bancorp Inc

Financial Services
7.61K
+ 17.22%
$26.43 - $30.54 $201K - $233K
51.8K $1.5M
TNET
Trinet Group, Inc.

Industrials
4.82K
+ 40.37%
$62.83 - $75.19 $303K - $362K
16.8K $1.12M
PBRA
Petroleo Bras Ads (Ea Reptg 2
18.8K
+ 59.46%
N/A
50.5K $663K
ANDE
Andersons, Inc.

Consumer Defensive
6.18K
New
$34.63 - $41.49 $214K - $257K
6.18K $246K
SRDX
Surmodics Inc

Healthcare
8.15K
+ 76.07%
$29.0 - $38.0 $236K - $310K
18.9K $564K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
3.65K
New
$49.36 - $75.85 $180K - $277K
3.65K $246K
CFFN
Capitol Federal Financial, Inc.

Financial Services
35.1K
+ 37.65%
$5.73 - $6.56 $201K - $231K
128K $815K
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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