Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OBNK
Origin Bancorp, Inc.

Financial Services
2.36K
+ 3.95%
N/A
62.2K $2.01M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
1.76K
+ 25.86%
$37.73 - $38.9 $66.6K - $68.6K
8.59K $333K
HUMA
Humacyte, Inc.

Healthcare
44K
New
$1.41 - $2.73 $62.1K - $120K
44K $76K
IGE
Ishares Tr North Amern Nat Res

ETFs
813
+ 10.78%
$44.5 - $49.6 $36.2K - $40.3K
8.35K $409K
REPX
Riley Exploration Permian, Inc.

Energy
2.39K
+ 21.11%
$25.25 - $30.06 $60.3K - $71.8K
13.7K $371K
AX
Axos Financial, Inc.

Financial Services
446
+ 10.33%
$78.32 - $92.31 $34.9K - $41.2K
4.76K $403K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.25K
+ 24.12%
$39.37 - $44.24 $49.3K - $55.3K
6.44K $281K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
1.67K
+ 39.12%
$58.33 - $68.56 $97.3K - $114K
5.93K $346K
PGR
Progressive Corp

Financial Services
7.46K
+ 8.4%
$238.61 - $264.3 $1.78M - $1.97M
96.3K $23.8M
ETNB
89bio, Inc.

Healthcare
447
+ 3.21%
$8.02 - $14.96 $3.58K - $6.69K
14.4K $210K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
3.59K
+ 21.37%
$24.0 - $31.51 $86.1K - $113K
20.4K $550K
PSI
Invesco Exchange Traded Fd Tr

ETFs
191
+ 3.26%
$58.74 - $71.59 $11.2K - $13.7K
6.05K $425K
EAD
Allspring Income Opportunities Fund

Financial Services
10.6K
New
$6.91 - $7.16 $73.6K - $76.2K
10.6K $74K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.22K
+ 7.27%
$22.36 - $22.52 $72K - $72.6K
47.5K $1.07M
PDN
Invesco Fd Tr

ETFs
294
+ 1.06%
$38.58 - $41.85 $11.3K - $12.3K
28K $1.15M
IBMO
Ishares Tr Ibonds December 202

ETFs
2.83K
+ 24.52%
$25.58 - $25.72 $72.5K - $72.9K
14.4K $369K
UYG
Proshares Ultra Financials

ETFs
593
+ 16.01%
$91.13 - $100.36 $54K - $59.5K
4.3K $426K
NAT
Nordic American Tankers LTD

Industrials
18.1K
+ 14.08%
N/A
147K $584K
USXF
Ishares Esg Advanced Msci Usa

Technology
307
+ 1.91%
$53.69 - $57.31 $16.5K - $17.6K
16.3K $936K
SGRY
Surgery Partners, Inc.

Healthcare
3.73K
+ 24.07%
$21.01 - $23.84 $78.3K - $88.9K
19.2K $415K
EWTX
Edgewise Therapeutics, Inc.

Healthcare
1.13K
+ 6.66%
$12.61 - $16.59 $14.2K - $18.7K
18K $292K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
2.77K
+ 11.95%
N/A
26K $661K
IHE
Ishares Tr

ETFs
389
+ 6.35%
$65.74 - $72.56 $25.6K - $28.2K
6.52K $472K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
2.71K
+ 15.64%
$24.87 - $25.69 $67.3K - $69.6K
20K $510K
ACT
Enact Holdings, Inc.

Financial Services
1.18K
+ 5.45%
$34.39 - $39.23 $40.5K - $46.2K
22.8K $873K
URG
Ur Energy Inc

Energy
22K
+ 49.19%
$1.03 - $1.76 $22.6K - $38.6K
66.6K $116K
EVER
Ever Quote, Inc.

Communication Services
3.38K
+ 32.09%
$22.61 - $25.87 $76.4K - $87.4K
13.9K $324K
NGD
New Gold Inc.

Basic Materials
1.14K
+ 4.12%
$4.13 - $7.18 $4.69K - $8.16K
28.7K $206K
TSBK
Timberland Bancorp Inc

Financial Services
772
+ 3.21%
$30.97 - $36.62 $23.9K - $28.3K
24.8K $819K
MCG
Membership Collective Group Inc.

Consumer Cyclical
10.1K
New
N/A
10.1K $69K
MLKN
Millerknoll, Inc.

Consumer Cyclical
5.06K
+ 42.49%
$16.96 - $22.19 $85.7K - $112K
17K $300K
IDU
Ishares Tr U S Utils ETF

ETFs
358
+ 7.65%
$103.7 - $111.17 $37.1K - $39.8K
5.04K $558K
GEVO
Gevo, Inc.

Basic Materials
30.5K
+ 215.27%
$1.15 - $2.09 $35K - $63.7K
44.6K $87K
CLNE
Clean Energy Fuels Corp.

Energy
13.8K
+ 25.96%
$1.97 - $2.83 $27.3K - $39.2K
67.2K $173K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
311
+ 4.46%
$68.27 - $75.58 $21.2K - $23.5K
7.28K $541K
IYJ
Ishares Tr

ETFs
1
+ 0.01%
$142.42 - $148.18 $142 - $148
19K $2.77M
CRVL
Corvel Corp

Financial Services
3.75K
+ 42.82%
$77.22 - $104.34 $289K - $391K
12.5K $967K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
20.6K
New
$2.79 - $3.95 $57.6K - $81.6K
20.6K $68K
ODV
Osisko Development Corp.

Basic Materials
20.2K
New
$2.1 - $3.43 $42.4K - $69.3K
20.2K $68K
EWC
Ishares Msci Canada ETF

ETFs
245
+ 1.94%
$45.86 - $50.88 $11.2K - $12.5K
12.9K $651K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
12.9K
New
$3.18 - $5.32 $40.9K - $68.5K
12.9K $66K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
1.19K
+ 16.75%
N/A
8.26K $460K
HLX
Helix Energy Solutions Group Inc

Energy
9.11K
+ 48.69%
$5.7 - $6.96 $51.9K - $63.4K
27.8K $182K
WETF
Wisdom Tree Investments, Inc.

Financial Services
12.1K
+ 10.23%
N/A
131K $713K
PNM
Pnm Resources Inc

Utilities
1.6K
+ 6.9%
N/A
24.7K $1.03M
TV
Grupo Televisa, S.A.B.

Communication Services
20.1K
+ 80.88%
$2.08 - $2.93 $41.8K - $58.8K
44.9K $120K
LPL
Lg Display Co., Ltd.

Technology
8.79K
+ 77.8%
$3.31 - $5.23 $29.1K - $46K
20.1K $104K
IYE
Ishares Tr

ETFs
16
+ 0.06%
$44.83 - $48.91 $717 - $783
28K $1.33M
RRX
Regal Rexnord Corp

Industrials
535
+ 7.04%
$137.95 - $159.91 $73.8K - $85.6K
8.13K $1.17M
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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