Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AKR
Acadia Realty Trust

Real Estate
10.7K
New
$18.07 - $20.37 $193K - $217K
10.7K $214K
WLY
John Wiley & Sons, Inc.

Communication Services
5.3K
New
$37.89 - $43.52 $201K - $231K
5.3K $214K
EMB
Ishares Tr

ETFs
1.93K
+ 16.3%
$91.52 - $95.59 $176K - $184K
13.7K $1.31M
AAOI
Applied Optoelectronics, Inc.

Technology
8.41K
New
$20.86 - $30.54 $175K - $257K
8.41K $214K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
3.53K
New
$56.62 - $61.48 $200K - $217K
3.53K $213K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
25K
New
$7.86 - $9.72 $196K - $243K
25K $213K
FNGS
Bank Of Montreal

ETFs
3.02K
New
$64.17 - $71.22 $194K - $215K
3.02K $211K
COLL
Collegium Pharmaceutical, Inc

Healthcare
2.52K
+ 11.12%
$29.75 - $39.59 $75K - $99.8K
25.2K $880K
NESR
National Energy Services Reunited Corp.

Energy
20.5K
New
$5.96 - $10.54 $122K - $216K
20.5K $210K
LXFR
Luxfer Holdings PLC

Industrials
15.1K
New
$11.38 - $14.77 $172K - $224K
15.1K $210K
WAFD
Washington Federal Inc

Financial Services
6.9K
New
$28.87 - $31.95 $199K - $221K
6.9K $209K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
8.56K
New
$24.08 - $24.5 $206K - $210K
8.56K $208K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1.49K
+ 12.45%
$80.0 - $88.06 $119K - $131K
13.4K $1.17M
MGNI
Magnite, Inc.

Communication Services
10.8K
+ 96.68%
$21.75 - $26.52 $234K - $285K
21.9K $476K
MPLX
Mplx LP

Energy
5.8K
+ 10.94%
$49.42 - $52.71 $287K - $306K
58.8K $2.94M
HWBK
Hawthorn Bancshares, Inc.

Financial Services
6.64K
New
$28.22 - $33.71 $187K - $224K
6.64K $208K
LRMR
Larimar Therapeutics, Inc.

Healthcare
64.3K
New
$2.88 - $5.1 $185K - $328K
64.3K $207K
ATEC
Alphatec Holdings, Inc.

Healthcare
534
+ 0.92%
$10.31 - $16.55 $5.51K - $8.84K
58.7K $852K
REZ
Ishares Tr Residential And Mul

ETFs
2.43K
New
$81.06 - $85.23 $197K - $207K
2.43K $206K
AMSC
American Superconductor Corp

Industrials
1.36K
+ 23.99%
$35.98 - $64.63 $49K - $88.1K
7.04K $414K
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
10.4K
+ 152.48%
$22.85 - $32.59 $238K - $339K
17.2K $406K
GNR
Spdr S&P Global Natural Resour

ETFs
1.72K
+ 8.26%
$54.23 - $59.34 $93.3K - $102K
22.6K $1.34M
AWR
American States Water CO

Utilities
3.72K
+ 18.75%
$71.48 - $77.99 $266K - $290K
23.6K $1.73M
CWEN
Clearway Energy, Inc.

Utilities
9.98K
+ 49.23%
$27.89 - $32.98 $278K - $329K
30.3K $854K
AIR
Aar Corp

Industrials
1.37K
+ 35.4%
$69.47 - $89.67 $95.5K - $123K
5.26K $471K
TREE
Lending Tree, Inc.

Financial Services
710
+ 12.37%
$37.34 - $76.51 $26.5K - $54.3K
6.45K $417K
USNA
Usana Health Sciences Inc

Consumer Defensive
9.63K
+ 48.03%
$27.55 - $35.43 $265K - $341K
29.7K $817K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
9.13K
New
$21.84 - $22.63 $199K - $207K
9.13K $205K
AEHR
Aehr Test Systems

Technology
6.82K
New
$13.29 - $33.63 $90.7K - $229K
6.82K $205K
PHO
Invesco Exchange Traded Fd Tr

ETFs
876
+ 1.36%
$69.62 - $73.99 $61K - $64.8K
65.3K $4.71M
TFII
Tfi International Inc.

Industrials
2.54K
+ 20.25%
$84.43 - $96.79 $215K - $246K
15.1K $1.33M
PAGS
Pag Seguro Digital Ltd.

Technology
15K
+ 9.96%
$7.75 - $10.74 $116K - $161K
166K $1.66M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.38K
+ 52.97%
$128.6 - $136.01 $178K - $188K
4K $540K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
2.09K
+ 0.97%
$21.62 - $22.81 $45.3K - $47.8K
218K $4.92M
URGN
Uro Gen Pharma Ltd.

Healthcare
10.4K
New
$12.96 - $21.42 $135K - $224K
10.4K $203K
RAVI
Flexshares Tr Ready Access Var

ETFs
2.68K
+ 54.68%
$75.24 - $75.63 $202K - $203K
7.59K $573K
ZION
Zions Bancorporation, National Association

Financial Services
1.33K
+ 4.82%
$51.2 - $59.15 $68.1K - $78.7K
28.9K $1.64M
LARK
Landmark Bancorp Inc

Financial Services
7.55K
New
$24.38 - $28.25 $184K - $213K
7.55K $202K
BURL
Burlington Stores, Inc.

Consumer Cyclical
338
+ 6.37%
$237.02 - $301.35 $80.1K - $102K
5.65K $1.44M
XCEM
Columbia ETF Tr Ii

ETFs
212
+ 0.24%
$33.85 - $36.86 $7.18K - $7.81K
90.2K $3.28M
QINT
American Centy ETF Tr Quality

ETFs
3.28K
New
$57.39 - $61.48 $188K - $202K
3.28K $201K
BHE
Benchmark Electronics Inc

Technology
5.6K
+ 10.32%
$37.71 - $41.46 $211K - $232K
59.9K $2.31M
TALO
Talos Energy Inc.

Energy
13.3K
+ 20.49%
$7.79 - $10.24 $104K - $136K
78.3K $750K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
13.9K
+ 35.7%
$11.55 - $12.56 $160K - $175K
52.8K $663K
BKF
Ishares Mcsi Bic ETF

ETFs
4.44K
New
$40.94 - $45.78 $182K - $203K
4.44K $200K
TU
Telus Corp

Communication Services
12.7K
New
$15.6 - $16.63 $198K - $212K
12.7K $200K
CMPX
Compass Therapeutics, Inc.

Healthcare
49.4K
+ 430.54%
$2.52 - $3.82 $125K - $189K
60.9K $228K
OOMA
Ooma Inc

Communication Services
16.4K
New
$10.98 - $13.26 $180K - $217K
16.4K $199K
APOG
Apogee Enterprises, Inc.

Industrials
3.5K
+ 22.17%
$40.4 - $45.4 $141K - $159K
19.3K $840K
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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