Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5K
New
$48.72 - $50.73 $243K - $253K
5K $246K
CVI
Cvr Energy Inc

Energy
6.72K
New
$24.93 - $36.82 $167K - $247K
6.72K $245K
BRC
Brady Corp

Industrials
1.77K
+ 16.77%
$67.86 - $82.75 $120K - $147K
12.3K $963K
LE
Lands' End, Inc.

Consumer Cyclical
18.5K
New
N/A
18.5K $245K
PLPC
Preformed Line Products CO

Industrials
1.25K
New
$140.59 - $206.33 $175K - $257K
1.25K $244K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
21.7K
+ 131.8%
$10.02 - $10.85 $218K - $236K
38.2K $414K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
3.71K
New
$40.33 - $66.97 $149K - $248K
3.71K $243K
UNTY
Unity Bancorp Inc

Financial Services
5K
New
$46.48 - $53.99 $232K - $270K
5K $243K
SXC
Sun Coke Energy, Inc.

Basic Materials
31.4K
+ 99.03%
$7.23 - $8.83 $227K - $277K
63.1K $515K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
140
+ 4.42%
$256.21 - $323.54 $35.9K - $45.3K
3.31K $1.06M
TIGO
Millicom International Cellular Sa

Communication Services
4.95K
New
$37.04 - $50.28 $183K - $249K
4.95K $240K
NBN
Northeast Bk Lewiston Me Com

Financial Services
2.4K
New
$92.45 - $112.86 $222K - $271K
2.4K $240K
DCO
Ducommun Inc

Industrials
2.48K
New
$82.72 - $96.13 $205K - $238K
2.48K $238K
APLE
Apple Hospitality Reit, Inc.

Real Estate
19.1K
+ 74.21%
$11.53 - $13.17 $221K - $252K
44.9K $539K
STLD
Steel Dynamics Inc

Basic Materials
2.43K
+ 7.68%
N/A
34K $3.34M
IWL
Ishares Tr Russell 200 ETF

ETFs
33
+ 0.18%
$152.78 - $166.59 $5.04K - $5.5K
17.9K $2.97M
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
8.61K
New
$26.76 - $38.05 $231K - $328K
8.61K $237K
SAIA
Saia Inc

Industrials
628
+ 32.71%
$281.49 - $333.61 $177K - $210K
2.55K $762K
COHU
Cohu Inc

Technology
7.75K
+ 10.77%
$17.86 - $23.27 $138K - $180K
79.7K $1.62M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
16.7K
+ 40.36%
$6.18 - $9.0 $103K - $150K
58K $522K
BTO
John Hancock Financial Opportunities Fund

Financial Services
6.58K
New
$34.05 - $37.84 $224K - $249K
6.58K $236K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
11.6K
+ 12.71%
N/A
103K $2.09M
VLGEA
Village Super Market Inc

Consumer Defensive
6.31K
New
$33.6 - $39.74 $212K - $251K
6.31K $235K
CAL
Caleres Inc

Consumer Cyclical
15.6K
+ 40.19%
$13.04 - $15.75 $203K - $246K
54.4K $709K
IIIN
Insteel Industries Inc

Industrials
6.13K
New
$35.31 - $39.67 $216K - $243K
6.13K $234K
WSFS
Wsfs Financial Corp

Financial Services
4.36K
New
$53.34 - $59.17 $232K - $258K
4.36K $234K
NRGV
Energy Vault Holdings, Inc.

Utilities
3.69K
+ 3.75%
$0.77 - $3.19 $2.84K - $11.8K
102K $303K
BSCU
Invesco Exc Self Ind Tr

ETFs
13.6K
+ 51.02%
$16.67 - $17.03 $227K - $232K
40.4K $681K
DXC
Dxc Technology CO

Technology
19.7K
+ 90.33%
$12.85 - $16.24 $254K - $321K
41.6K $567K
CROX
Crocs, Inc.

Consumer Cyclical
4.85K
+ 50.07%
$74.39 - $108.79 $361K - $527K
14.5K $1.21M
FPE
First Tr Pfd Secs & Income ETF

ETFs
8.96K
+ 5.65%
$17.81 - $18.39 $160K - $165K
168K $3.06M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
16.1K
New
$13.87 - $14.46 $223K - $233K
16.1K $232K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
4.45K
New
$49.55 - $52.25 $221K - $233K
4.45K $232K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
8.43K
New
$26.16 - $27.65 $220K - $233K
8.43K $231K
CTSH
Cognizant Technology Solutions Corp

Technology
13.7K
+ 21.76%
$66.67 - $80.98 $915K - $1.11M
76.8K $5.15M
DBX
Dropbox, Inc.

Technology
4.65K
+ 8.36%
$26.13 - $32.17 $121K - $149K
60.2K $1.82M
FEX
First Tr Large Cap Core Alphde

ETFs
1.08K
+ 7.12%
$110.0 - $117.08 $119K - $126K
16.2K $1.89M
BLDR
Builders First Source, Inc.

Industrials
1.11K
+ 5.3%
$116.91 - $149.21 $129K - $165K
22K $2.66M
JMIA
Jumia Technologies Ag

Consumer Cyclical
10.9K
+ 81.07%
$4.23 - $11.97 $46.2K - $131K
24.4K $283K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.38K
+ 2.37%
$24.14 - $24.34 $202K - $204K
362K $8.82M
VCV
Invesco California Value Municipal Income Trust

Financial Services
21.7K
New
$9.99 - $10.72 $216K - $232K
21.7K $229K
KRNY
Kearny Financial Corp.

Financial Services
31.7K
+ 16.67%
$5.85 - $6.95 $185K - $220K
222K $1.46M
SYM
Symbotic Inc.

Financial Services
4.24K
New
$39.68 - $63.21 $168K - $268K
4.24K $228K
BANC
Banc Of California, Inc.

Financial Services
11.9K
+ 98.97%
$14.16 - $17.05 $169K - $203K
24K $397K
FR
First Industrial Realty Trust Inc

Real Estate
3.96K
+ 57.11%
$47.58 - $52.64 $189K - $209K
10.9K $561K
SJNK
Spdr Bloomberg Short Term High

ETFs
7.96K
+ 4.16%
$25.28 - $25.63 $201K - $204K
199K $5.1M
IPI
Intrepid Potash, Inc.

Basic Materials
7.44K
New
$27.58 - $36.76 $205K - $273K
7.44K $227K
APPN
Appian Corp

Technology
7.2K
+ 74.58%
$26.95 - $33.69 $194K - $243K
16.8K $515K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
4.44K
New
$48.0 - $51.73 $213K - $230K
4.44K $227K
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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