Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OSBC
Old Second Bancorp Inc

Financial Services
4.62K
+ 13.71%
$16.56 - $19.08 $76.5K - $88.1K
38.3K $662K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
2.19K
+ 1.58%
$18.86 - $19.16 $41.3K - $42K
141K $2.69M
BRBS
Blue Ridge Bankshares, Inc.

Financial Services
15.4K
New
$3.41 - $4.35 $52.6K - $67.1K
15.4K $65K
IGR
Cbre Global Real Estate Income Fund

Financial Services
12.5K
New
$4.81 - $5.36 $60.3K - $67.2K
12.5K $64K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
7.69K
+ 41.55%
$5.8 - $7.59 $44.6K - $58.4K
26.2K $184K
ILCB
Ishares Morningstar U.S. Equit

ETFs
7
+ 0.07%
$85.66 - $92.67 $600 - $649
9.57K $884K
PEB
Pebblebrook Hotel Trust

Real Estate
3.51K
+ 19.92%
$9.39 - $12.21 $33K - $42.9K
21.1K $240K
BRY
Berry Corp (Bry)

Energy
16.9K
New
$2.8 - $4.11 $47.3K - $69.4K
16.9K $63K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
818
+ 14.52%
$60.96 - $64.31 $49.9K - $52.6K
6.45K $410K
WRE
Washington Real Estate Investment Trust
3.47K
+ 24.15%
N/A
17.9K $316K
EPR
Epr Properties

Real Estate
1.25K
+ 3.17%
$52.58 - $61.21 $65.6K - $76.3K
40.6K $2.35M
IDN
Intellicheck, Inc.

Technology
12.1K
New
$4.82 - $5.79 $58.1K - $69.8K
12.1K $62K
ASPN
Aspen Aerogels Inc

Industrials
6.62K
+ 43.23%
$6.0 - $8.26 $39.7K - $54.7K
21.9K $152K
SUI
Sun Communities Inc

Real Estate
252
+ 2.14%
$116.6 - $131.28 $29.4K - $33.1K
12K $1.55M
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.64K
+ 26.47%
$36.55 - $37.16 $59.9K - $60.9K
7.84K $290K
IETC
Ishares U S ETF Tr

ETFs
199
+ 3.78%
$92.7 - $103.65 $18.4K - $20.6K
5.46K $556K
BAK
Braskem Sa

Basic Materials
33.6K
+ 145.04%
$2.42 - $3.67 $81.3K - $123K
56.8K $137K
MNSB
Main Street Bancshares, Inc.

Financial Services
1.17K
+ 5.57%
$19.3 - $22.93 $22.6K - $26.8K
22.2K $457K
SHEN
Shenandoah Telecommunications CO

Communication Services
5.74K
+ 8.13%
$11.88 - $15.7 $68.1K - $90K
76.2K $1.02M
EC
Ecopetrol S.A.

Energy
4.88K
+ 11.61%
$8.29 - $9.63 $40.4K - $46.9K
46.9K $431K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.2K
+ 5.81%
$50.23 - $50.48 $60.1K - $60.4K
21.8K $1.1M
LXU
Lsb Industries, Inc.

Basic Materials
7.22K
+ 37.38%
$7.16 - $8.71 $51.7K - $62.9K
26.5K $209K
ATRC
Atri Cure, Inc.

Healthcare
809
+ 6.72%
$29.24 - $37.87 $23.7K - $30.6K
12.9K $453K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
210
+ 1.56%
$32.02 - $36.34 $6.72K - $7.63K
13.7K $490K
RZV
Invesco Fd Tr

ETFs
16
+ 0.37%
$103.86 - $120.22 $1.66K - $1.92K
4.36K $513K
WOW
Wide Open West, Inc.

Communication Services
11.3K
New
$3.17 - $5.22 $36K - $59.2K
11.3K $58K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
6.07K
+ 49.41%
$8.77 - $9.87 $53.2K - $59.9K
18.3K $165K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
12.5K
+ 96.89%
$5.32 - $6.82 $66.6K - $85.4K
25.5K $135K
RDVT
Red Violet, Inc.

Technology
744
+ 10.84%
$41.14 - $52.46 $30.6K - $39K
7.61K $395K
ADV
Advantage Solutions Inc.

Communication Services
35.3K
+ 181.35%
$1.3 - $1.96 $45.9K - $69.2K
54.8K $83K
DYN
Dyne Therapeutics, Inc.

Healthcare
986
+ 6.78%
$8.18 - $14.22 $8.07K - $14K
15.5K $196K
TBLA
Taboola.Com Ltd.

Communication Services
20.2K
+ 47.97%
$3.17 - $3.76 $64.1K - $76K
62.4K $212K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
544
+ 18.6%
$77.92 - $81.94 $42.4K - $44.6K
3.47K $284K
PDI
Pimco Dynamic Income Fund

Financial Services
1.63K
+ 5.47%
$18.85 - $20.07 $30.8K - $32.8K
31.5K $623K
PEBO
Peoples Bancorp Inc

Financial Services
2.7K
+ 6.13%
$28.16 - $32.1 $76K - $86.7K
46.8K $1.4M
OLP
One Liberty Properties Inc

Real Estate
3.2K
+ 37.66%
$21.73 - $24.46 $69.6K - $78.3K
11.7K $259K
TBPH
Theravance Biopharma, Inc.

Healthcare
842
+ 6.68%
$10.9 - $14.6 $9.18K - $12.3K
13.5K $196K
RLJ
Rlj Lodging Trust

Real Estate
8.08K
+ 41.63%
$6.95 - $7.89 $56.1K - $63.7K
27.5K $197K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
3.77K
+ 35.28%
$13.74 - $14.62 $51.8K - $55.2K
14.5K $208K
TRC
Tejon Ranch CO

Industrials
5.14K
+ 18.57%
$15.97 - $19.27 $82K - $99K
32.8K $524K
MAX
Media Alpha, Inc.

Communication Services
4.2K
+ 27.38%
$9.56 - $13.41 $40.1K - $56.3K
19.5K $222K
EWH
Ishares Msci Hong Kong ETF

ETFs
1.72K
+ 16.32%
$19.82 - $22.04 $34.1K - $38K
12.3K $264K
PLSE
Pulse Biosciences, Inc.

Healthcare
336
+ 1.77%
$14.52 - $18.52 $4.88K - $6.22K
19.3K $340K
NLOK
Norton Life Lock Inc.

Technology
2.53K
+ 3.37%
N/A
77.5K $1.66M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
504
+ 9.72%
$108.84 - $112.69 $54.9K - $56.8K
5.69K $633K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
20.1K
+ 38.43%
$1.02 - $1.58 $20.5K - $31.8K
72.4K $114K
WY
Weyerhaeuser CO

Real Estate
4.11K
+ 7.59%
$24.1 - $26.83 $99K - $110K
58.2K $1.44M
MGTX
Meira G Tx Holdings PLC

Healthcare
3.82K
+ 29.87%
$6.4 - $8.89 $24.4K - $33.9K
16.6K $136K
EFC
Ellington Financial Inc.

Real Estate
4.03K
+ 29.79%
$12.66 - $14.02 $51.1K - $56.5K
17.6K $228K
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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