Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DGII
Digi International Inc

Technology
3.98K
+ 33.48%
$31.14 - $38.11 $124K - $152K
15.9K $578K
TLRY
Tilray Brands, Inc.

Healthcare
34.9K
+ 44.34%
$0.42 - $1.85 $14.7K - $64.6K
114K $196K
ABEV
Ambev S.A.

Consumer Defensive
83.6K
+ 66.65%
$2.15 - $2.49 $180K - $208K
209K $466K
XT
Ishares Tr Exponential Technol

ETFs
1.48K
+ 17.14%
$65.04 - $71.97 $96.1K - $106K
10.1K $726K
PD
Pager Duty, Inc.

Technology
8.83K
+ 64.56%
$14.62 - $17.17 $129K - $152K
22.5K $371K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
3.76K
+ 17.88%
$41.81 - $51.72 $157K - $194K
24.8K $1.04M
BUSE
First Busey Corp

Financial Services
4.38K
+ 1.86%
$22.08 - $25.14 $96.6K - $110K
239K $5.54M
TAC
Transalta Corp

Utilities
1K
+ 1.95%
$10.42 - $13.86 $10.5K - $13.9K
52.3K $715K
NABL
N Able, Inc.

Technology
30.1K
+ 12.32%
$7.26 - $8.45 $219K - $255K
275K $2.14M
BLOK
Amplify ETF Tr Trnsformational

ETFs
840
+ 7.86%
$56.05 - $67.13 $47.1K - $56.4K
11.5K $772K
PGNY
Progyny, Inc.

Healthcare
8.01K
+ 34.14%
$21.24 - $24.27 $170K - $194K
31.5K $677K
FPX
First Trust Us Equity Opportun

ETFs
25
+ 0.34%
$141.57 - $166.21 $3.54K - $4.16K
7.39K $1.23M
RYLD
Global X Fds Russell 2000 Cove

ETFs
10.7K
New
$14.46 - $15.29 $155K - $164K
10.7K $161K
SRRK
Scholar Rock Holding Corp

Healthcare
3.24K
+ 15.59%
$30.12 - $42.86 $97.5K - $139K
24K $896K
IYC
Ishares U.S. Consumer Discreti

ETFs
1.07K
+ 11.59%
$98.12 - $105.85 $105K - $114K
10.3K $1.08M
BILI
Bilibili Inc.

Communication Services
1.53K
+ 8.7%
$20.83 - $28.09 $31.8K - $42.9K
19.1K $535K
SRCE
1 St Source Corp

Financial Services
2.6K
+ 56.72%
$58.3 - $65.7 $151K - $170K
7.17K $441K
AVA
Avista Corp

Utilities
4.24K
+ 29.06%
$35.55 - $38.37 $151K - $163K
18.8K $711K
IQ
I Qiyi, Inc.

Communication Services
52.2K
+ 169.55%
$1.75 - $2.79 $91.3K - $146K
82.9K $212K
JELD
Jeld Wen Holding, Inc.

Industrials
30K
+ 286.04%
$4.13 - $6.76 $124K - $203K
40.4K $198K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
5.71K
+ 7.36%
$22.45 - $23.2 $128K - $133K
83.4K $1.92M
ARIS
Aris Water Solutions, Inc.

Utilities
5.94K
+ 57.29%
$19.69 - $24.66 $117K - $146K
16.3K $401K
XPO
Xpo Logistics, Inc.

Industrials
981
+ 9.76%
$118.79 - $138.31 $117K - $136K
11K $1.43M
ARHS
Arhaus, Inc.

Consumer Cyclical
14.8K
New
$8.07 - $12.8 $119K - $189K
14.8K $156K
ZTO
Zto Express (Cayman) Inc.

Industrials
7.12K
+ 55.39%
$17.7 - $20.73 $126K - $148K
20K $383K
BCAL
Southern Calif Bancorp Com

Financial Services
8.14K
+ 38.28%
$14.6 - $17.64 $119K - $144K
29.4K $490K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.63K
+ 22.38%
$39.58 - $40.74 $144K - $148K
19.9K $805K
ARVN
Arvinas, Inc.

Healthcare
14.1K
+ 45.7%
$6.24 - $8.53 $87.7K - $120K
44.8K $381K
UPST
Upstart Holdings, Inc.

Financial Services
8.37K
+ 42.77%
$50.8 - $84.13 $425K - $705K
28K $1.42M
CMCO
Columbus Mckinnon Corp

Industrials
14.9K
+ 23.17%
$13.58 - $16.86 $203K - $252K
79.4K $1.14M
HTLD
Heartland Express Inc

Industrials
20.8K
+ 26.75%
$7.53 - $9.47 $157K - $197K
98.7K $827K
GTX
Garrett Motion Inc.

Consumer Cyclical
11.3K
New
$10.72 - $13.99 $121K - $159K
11.3K $154K
FYX
First Tr Small Cap Core Alphad

ETFs
935
+ 21.03%
$96.35 - $111.0 $90.1K - $104K
5.38K $586K
SUZ
Suzano S.A.

Basic Materials
16.3K
+ 52.03%
$8.93 - $10.11 $145K - $165K
47.6K $447K
AVDX
Avid Xchange Holdings, Inc.

Technology
14K
+ 17.47%
$9.82 - $9.97 $138K - $140K
94.4K $938K
CYRX
Cryoport, Inc.

Industrials
13.2K
+ 102.35%
$6.71 - $10.35 $88.5K - $136K
26.1K $247K
RING
Ishares Inc Msci Global Gold M

ETFs
407
+ 6.82%
$42.96 - $64.71 $17.5K - $26.3K
6.37K $412K
ITM
Vaneck Intermediate Muni ETF

ETFs
3.07K
+ 47.11%
$45.2 - $46.71 $139K - $144K
9.6K $447K
MXL
Maxlinear Inc

Technology
7.06K
+ 36.04%
$14.2 - $17.31 $100K - $122K
26.6K $428K
RELY
Remitly Global, Inc.

Technology
16K
+ 35.36%
$15.79 - $20.25 $253K - $325K
61.4K $1M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
30.3K
+ 65.31%
$6.21 - $10.54 $188K - $319K
76.7K $549K
CEVA
Ceva Inc

Technology
4.01K
+ 40.82%
$20.7 - $26.55 $83K - $107K
13.8K $365K
GTES
Gates Industrial Corp PLC

Industrials
4.89K
+ 31.71%
$23.38 - $26.14 $114K - $128K
20.3K $504K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
4.27K
+ 45.07%
$31.74 - $39.52 $135K - $169K
13.7K $445K
BEKE
Ke Holdings Inc.

Real Estate
2.9K
+ 3.9%
$17.51 - $20.36 $50.8K - $59.1K
77.3K $1.47M
IR
Ingersoll Rand Inc.

Industrials
2.44K
+ 2.58%
$74.98 - $89.02 $183K - $217K
96.9K $8.01M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.53K
+ 11.25%
$72.91 - $77.23 $112K - $118K
15.1K $1.15M
BFST
Business First Bancshares, Inc.

Financial Services
7.44K
+ 27.88%
$22.92 - $26.38 $170K - $196K
34.1K $805K
CYH
Community Health Systems Inc

Healthcare
52.2K
+ 52.93%
$2.44 - $3.88 $127K - $202K
151K $483K
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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