Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
5.52K
+ 25.71%
$8.44 - $10.83 $46.6K - $59.8K
27K $227K
SLDP
Solid Power, Inc.

Industrials
7.6K
+ 63.75%
$2.2 - $5.37 $16.7K - $40.8K
19.5K $67K
PTEN
Patterson Uti Energy Inc

Energy
22.8K
+ 22.28%
$5.18 - $6.6 $118K - $151K
125K $648K
WNC
Wabash National Corp

Industrials
7.91K
+ 16.38%
$9.53 - $11.69 $75.4K - $92.4K
56.2K $554K
PJP
Invesco Exchange Traded Fd Tr

ETFs
66
+ 2.39%
$80.49 - $93.64 $5.31K - $6.18K
2.83K $261K
OBE
Obsidian Energy Ltd.

Energy
25
+ 0.06%
$5.36 - $6.71 $134 - $168
41K $268K
FXD
First Tr Exchange Traded Fd

ETFs
278
+ 5.89%
$63.72 - $70.29 $17.7K - $19.5K
5K $340K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.54K
+ 6.1%
$24.65 - $24.98 $37.9K - $38.4K
26.7K $666K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
4.13K
+ 35.44%
$8.15 - $8.82 $33.7K - $36.4K
15.8K $138K
RXT
Rackspace Technology, Inc.

Technology
25.9K
+ 100.53%
$1.14 - $1.57 $29.5K - $40.6K
51.6K $72K
EPP
Ishares Inc

ETFs
82
+ 0.51%
$48.87 - $52.69 $4.01K - $4.32K
16.2K $834K
BRCC
Brc Inc.

Consumer Defensive
7.37K
+ 6.43%
$1.29 - $2.03 $9.51K - $15K
122K $190K
XSW
Spdr S&P Software & Services E

ETFs
120
+ 5.8%
$177.48 - $205.24 $21.3K - $24.6K
2.19K $432K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.49K
+ 1.29%
$20.41 - $20.67 $30.4K - $30.8K
117K $2.4M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
46
+ 0.52%
$61.83 - $67.07 $2.84K - $3.09K
8.81K $580K
JETS
ETF Ser Solutions U S Global J

ETFs
728
+ 5.85%
$23.12 - $26.44 $16.8K - $19.2K
13.2K $324K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
251
+ 1.61%
$71.6 - $76.11 $18K - $19.1K
15.8K $1.2M
CLOV
Clover Health Investments, Corp.

Healthcare
11.6K
+ 104.41%
$2.18 - $3.41 $25.4K - $39.7K
22.8K $69K
FCPT
Four Corners Property Trust, Inc.

Real Estate
5.65K
+ 14.19%
$24.37 - $27.18 $138K - $153K
45.4K $1.11M
NPK
National Presto Industries Inc

Industrials
5
+ 0.19%
$95.36 - $116.43 $477 - $582
2.68K $300K
DFAR
Dimensional ETF Tr Dimensional

ETFs
271
+ 0.34%
$22.9 - $24.1 $6.21K - $6.53K
80.8K $1.93M
FUBO
Fubo Tv Inc.

Communication Services
1.82K
+ 1.72%
$3.31 - $4.56 $6.02K - $8.29K
108K $447K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
2.79K
+ 7.34%
$8.55 - $9.1 $23.8K - $25.4K
40.8K $370K
ACI
Albertsons Companies, Inc.

Consumer Defensive
13.2K
+ 27.33%
$17.45 - $22.74 $231K - $301K
61.7K $1.08M
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
1.23K
+ 10.66%
$22.39 - $24.07 $27.5K - $29.6K
12.8K $300K
VICR
Vicor Corp

Technology
281
+ 5.42%
$43.84 - $54.72 $12.3K - $15.4K
5.47K $271K
ABM
Abm Industries Inc

Industrials
1.47K
+ 5.09%
$44.78 - $49.66 $65.9K - $73.1K
30.4K $1.4M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
459
+ 2.66%
$44.22 - $45.74 $20.3K - $21K
17.7K $807K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
62
+ 2.91%
$138.08 - $151.2 $8.56K - $9.37K
2.19K $330K
KOPN
Kopin Corp

Technology
11.2K
+ 106.02%
$1.54 - $2.71 $17.3K - $30.4K
21.8K $51K
FXH
First Tr Exchange Trd Fd Healt

ETFs
81
+ 1.84%
$98.56 - $110.68 $7.98K - $8.97K
4.49K $492K
NN
Nextnav Inc.

Communication Services
3.92K
+ 13.43%
$13.75 - $17.94 $53.9K - $70.3K
33.1K $477K
IXG
Ishares Global Fin'L ETF

ETFs
43
+ 0.88%
$109.57 - $116.94 $4.71K - $5.03K
4.9K $572K
CDXC
Chroma Dex Corp.

Healthcare
5.56K
+ 11.97%
N/A
52K $319K
GRFS
Grifols Sa

Healthcare
2.14K
+ 15.0%
$8.87 - $10.85 $19K - $23.2K
16.4K $163K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
137
+ 1.7%
$44.92 - $48.31 $6.15K - $6.62K
8.19K $395K
CGTX
Cognition Therapeutics Inc

Healthcare
8K
+ 36.36%
$0.31 - $3.18 $2.48K - $25.4K
30K $40K
WFG
West Fraser Timber Co., LTD

Basic Materials
1.09K
+ 14.49%
$66.7 - $77.96 $72.8K - $85.1K
8.63K $586K
FATE
Fate Therapeutics Inc

Healthcare
26.3K
New
$0.92 - $1.3 $24.2K - $34.2K
26.3K $33K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
594
+ 5.24%
$79.9 - $92.0 $47.5K - $54.6K
11.9K $952K
PBI
Pitney Bowes Inc

Industrials
2.19K
+ 13.49%
$10.92 - $12.79 $23.9K - $28K
18.4K $209K
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
8.61K
+ 50.85%
N/A
25.5K $97K
RLX
Rlx Technology Inc.

Consumer Defensive
718
+ 0.99%
$2.13 - $2.73 $1.53K - $1.96K
73.1K $192K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
785
+ 5.09%
N/A
16.2K $657K
ADEA
Adeia Inc.

Technology
315
+ 3.08%
$12.34 - $16.95 $3.89K - $5.34K
10.5K $176K
YEXT
Yext, Inc.

Technology
3.79K
+ 29.46%
$7.73 - $9.16 $29.3K - $34.7K
16.7K $141K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1
+ 0.06%
$170.68 - $192.95 $171 - $193
1.67K $320K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
37
+ 0.41%
$87.51 - $91.22 $3.24K - $3.38K
9.01K $820K
GAL
Ssga Active ETF Tr

ETFs
28
+ 0.2%
$46.79 - $49.44 $1.31K - $1.38K
14K $687K
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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