Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EZPW
Ezcorp Inc

Financial Services
2.06K
+ 19.83%
$13.13 - $19.15 $27.1K - $39.5K
12.5K $237K
DAC
Danaos Corp

Industrials
803
+ 13.41%
$85.85 - $96.14 $68.9K - $77.2K
6.79K $609K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
4.09K
+ 21.68%
$23.48 - $24.44 $95.9K - $99.8K
22.9K $548K
PRLB
Proto Labs Inc

Industrials
569
+ 9.01%
$38.74 - $51.02 $22K - $29K
6.88K $344K
ARDX
Ardelyx, Inc.

Healthcare
12.9K
+ 104.71%
$3.92 - $6.64 $50.7K - $85.8K
25.3K $139K
FIGS
Figs, Inc.

Consumer Cyclical
3.19K
+ 4.86%
$5.65 - $7.44 $18K - $23.7K
68.9K $461K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
250
+ 2.05%
$67.91 - $74.71 $17K - $18.7K
12.4K $916K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
5.47K
+ 4.07%
$11.84 - $13.45 $64.8K - $73.6K
140K $1.77M
PWV
Invesco Exchange Traded Fd Tr

ETFs
922
+ 9.44%
$61.22 - $65.41 $56.4K - $60.3K
10.7K $696K
GBTG
Global Business Travel Group, Inc.

Technology
8.75K
+ 82.45%
$6.09 - $8.34 $53.3K - $72.9K
19.4K $156K
INN
Summit Hotel Properties, Inc.

Real Estate
14.7K
+ 79.61%
$5.03 - $5.98 $73.9K - $87.8K
33.1K $181K
OCUL
Ocular Therapeutix, Inc

Healthcare
3.13K
+ 14.6%
$9.09 - $13.6 $28.4K - $42.5K
24.5K $286K
AOSL
Alpha & Omega Semiconductor LTD

Technology
2.34K
+ 24.18%
$24.69 - $30.69 $57.7K - $71.7K
12K $335K
ST
Sensata Technologies Holding PLC

Technology
2.56K
+ 11.48%
$29.37 - $33.52 $75.1K - $85.7K
24.8K $759K
HSC
Harsco Corp

Industrials
12.1K
+ 22.85%
N/A
65K $468K
IMVT
Immunovant, Inc.

Healthcare
3.14K
+ 8.86%
N/A
38.5K $1.06M
CHK
Chesapeake Energy Corp

Energy
1.01K
+ 2.33%
N/A
44.1K $3.78M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
2.64K
+ 1.79%
$11.51 - $12.4 $30.4K - $32.8K
150K $1.84M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
23.2K
+ 30.57%
$1.7 - $3.97 $39.5K - $92.2K
99.2K $215K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
1.07K
+ 24.37%
$65.41 - $69.67 $69.7K - $74.2K
5.44K $378K
HPP
Hudson Pacific Properties, Inc.

Real Estate
29.8K
+ 64.72%
$2.41 - $3.07 $71.9K - $91.6K
75.9K $209K
ARKG
Ark Genomic Revolution ETF (De

ETFs
1.72K
+ 16.44%
$22.91 - $27.85 $39.5K - $48K
12.2K $338K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
17.3K
+ 138.37%
$3.87 - $5.83 $67.1K - $101K
29.9K $129K
ABSI
Absci Corp

Healthcare
20.1K
+ 42.84%
$2.34 - $3.63 $47K - $72.9K
67K $203K
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
4.65K
+ 13.94%
$11.56 - $16.01 $53.8K - $74.5K
38K $459K
NFBK
Northfield Bancorp, Inc.

Financial Services
4.83K
+ 6.17%
$10.4 - $12.22 $50.2K - $59K
83.1K $980K
EVEX
Eve Holding, Inc.

Industrials
21.7K
New
$3.66 - $7.51 $79.3K - $163K
21.7K $82K
KOMP
Spdr S&P Kensho New Economies

ETFs
231
+ 2.72%
$54.38 - $62.69 $12.6K - $14.5K
8.73K $543K
LPX
Louisiana Pacific Corp

Industrials
499
+ 3.86%
$83.39 - $102.75 $41.6K - $51.3K
13.4K $1.19M
WTM
White Mountains Insurance Group LTD

Financial Services
260
+ 9.15%
$1671.52 - $1869.81 $435K - $486K
3.1K $5.19M
INTR
Inter & Co, Inc.

Financial Services
280
+ 0.64%
$6.49 - $9.47 $1.82K - $2.65K
44K $405K
UTG
Reaves Utility Income Fund

Financial Services
57
+ 0.25%
$35.81 - $39.62 $2.04K - $2.26K
23.2K $917K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
1.19K
+ 23.59%
$36.33 - $46.04 $43.2K - $54.8K
6.23K $282K
IEX
Idex Corp

Industrials
1.44K
+ 11.91%
$157.53 - $185.69 $227K - $268K
13.6K $2.21M
AIRS
Airsculpt Technologies, Inc.

Healthcare
4.65K
+ 35.14%
$4.98 - $8.02 $23.1K - $37.3K
17.9K $143K
ISVL
Ishares Tr Intl Developed Smal
345
+ 1.73%
$41.88 - $45.27 $14.4K - $15.6K
20.3K $918K
BRSP
Bright Spire Capital, Inc.

Real Estate
14K
+ 129.62%
$4.91 - $5.94 $68.8K - $83.2K
24.8K $134K
CME
Cme Group Inc.

Financial Services
1.86K
+ 2.39%
$258.83 - $287.1 $481K - $534K
79.6K $21.5M
IDRV
Ishares Tr Self Driving Ev & T

ETFs
994
+ 14.0%
$30.8 - $36.87 $30.6K - $36.6K
8.09K $296K
GTLB
Gitlab Inc.

Technology
1.75K
+ 24.27%
$38.82 - $50.43 $67.9K - $88.2K
8.96K $403K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
4.3K
+ 9.91%
$13.62 - $14.27 $58.6K - $61.4K
47.7K $680K
RPV
Invesco Exchange Traded Fd Tr

ETFs
198
+ 1.9%
$90.97 - $99.42 $18K - $19.7K
10.6K $1.06M
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.45K
+ 23.3%
$45.4 - $47.61 $65.6K - $68.8K
7.65K $363K
UNM
Unum Group

Financial Services
4.26K
+ 4.98%
$68.55 - $82.12 $292K - $350K
89.8K $6.99M
DWM
Wisdomtree Tr

ETFs
70
+ 0.26%
$62.79 - $66.96 $4.4K - $4.69K
27.4K $1.81M
PSNL
Personalis, Inc.

Healthcare
12.6K
New
$4.38 - $7.51 $55K - $94.3K
12.6K $77K
CLDT
Chatham Lodging Trust

Real Estate
12.4K
+ 52.65%
$6.65 - $7.77 $82.2K - $96K
35.8K $240K
VKTX
Viking Therapeutics, Inc.

Healthcare
3.68K
+ 19.84%
$23.09 - $42.09 $85K - $155K
22.2K $568K
KRO
Kronos Worldwide Inc

Basic Materials
16.7K
+ 39.6%
$4.86 - $6.66 $80.9K - $111K
58.7K $337K
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email