Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AZTA
Azenta, Inc.

Healthcare
1.73K
+ 19.74%
$26.9 - $34.48 $46.6K - $59.8K
10.5K $301K
GROY
Gold Royalty Corp.

Basic Materials
1.01K
+ 6.11%
$2.26 - $3.88 $2.29K - $3.93K
17.6K $67K
TRU
Trans Union

Industrials
1.17K
+ 7.17%
$83.78 - $99.22 $98.4K - $116K
17.5K $1.47M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
7
+ 0.06%
$41.58 - $44.7 $291 - $313
12.6K $552K
EGHT
8 X8 Inc

Technology
11.9K
+ 40.06%
$1.75 - $2.31 $20.8K - $27.4K
41.5K $88K
RFV
Invesco Exchange Traded Fd Tr

ETFs
16
+ 0.43%
$119.35 - $132.13 $1.91K - $2.11K
3.78K $484K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
838
+ 3.95%
$11.48 - $12.67 $9.62K - $10.6K
22.1K $279K
CXM
Sprinklr, Inc.

Technology
6.2K
+ 26.42%
$7.71 - $9.35 $47.8K - $57.9K
29.6K $228K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
2.07K
+ 12.1%
$9.62 - $11.02 $19.9K - $22.8K
19.2K $194K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
832
+ 10.15%
$25.09 - $30.99 $20.9K - $25.8K
9.03K $234K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
5.93K
+ 27.23%
$9.7 - $11.47 $57.6K - $68.1K
27.7K $268K
FDLO
Fidelity Covington Tr Low Vola

ETFs
61
+ 0.74%
$62.44 - $65.87 $3.81K - $4.02K
8.26K $543K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
674
+ 9.35%
$61.15 - $64.13 $41.2K - $43.2K
7.88K $489K
STGW
Stagwell Inc

Communication Services
1.72K
+ 10.76%
$4.53 - $5.76 $7.79K - $9.9K
17.7K $99K
STTK
Shattuck Labs, Inc.

Healthcare
12.3K
New
$0.73 - $2.45 $9K - $30.2K
12.3K $28K
ALGM
Allegro Microsystems, Inc.

Technology
4.09K
+ 21.97%
$29.16 - $37.51 $119K - $153K
22.7K $662K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
5
+ 0.03%
$25.43 - $27.31 $127 - $137
17.4K $475K
EWI
Ishares Inc Msci Italy ETF

ETFs
3
+ 0.04%
$47.32 - $52.39 $142 - $157
7.2K $373K
AUSF
Global X Fds Adaptive U S Fact

ETFs
288
+ 3.86%
$44.16 - $46.75 $12.7K - $13.5K
7.75K $360K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
13.9K
New
$1.36 - $2.24 $18.9K - $31.1K
13.9K $27K
CNK
Cinemark Holdings, Inc.

Communication Services
3.13K
+ 11.05%
$24.81 - $30.71 $77.8K - $96.2K
31.5K $882K
PWZ
Invesco California Amt Free Mu

ETFs
631
+ 3.44%
$22.77 - $24.07 $14.4K - $15.2K
19K $454K
GSM
Ferroglobe PLC

Basic Materials
3.34K
+ 28.82%
$3.87 - $4.75 $12.9K - $15.9K
14.9K $68K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
100
+ 3.48%
$87.42 - $100.3 $8.74K - $10K
2.98K $298K
CUK
Carnival PLC

Consumer Cyclical
577
+ 5.04%
$26.04 - $29.57 $15K - $17.1K
12K $318K
ISCV
Ishares Morningstar Small Cap

ETFs
2
+ 0.04%
$61.33 - $67.87 $123 - $136
4.96K $330K
AINV
Apollo Investment Corp

Financial Services
2.37K
+ 16.27%
N/A
16.9K $187K
ECVT
Ecovyst Inc.

Basic Materials
1.31K
+ 4.8%
$7.6 - $9.37 $9.96K - $12.3K
28.6K $250K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
1
+ 0.03%
$142.94 - $152.69 $143 - $153
3.67K $553K
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
1.44K
+ 7.29%
$18.32 - $19.02 $26.3K - $27.3K
21.2K $398K
FSTA
Fidelity Covington Tr Msci Con

ETFs
698
+ 10.13%
$49.57 - $52.57 $34.6K - $36.7K
7.59K $378K
TXG
10x Genomics, Inc.

Healthcare
1.64K
+ 2.96%
$11.34 - $14.64 $18.6K - $24K
56.9K $664K
DH
Definitive Healthcare Corp.

Healthcare
5.05K
+ 17.64%
$3.52 - $4.3 $17.8K - $21.7K
33.7K $136K
ALX
Alexanders Inc

Real Estate
59
+ 4.91%
$213.41 - $259.12 $12.6K - $15.3K
1.26K $295K
APPS
Digital Turbine, Inc.

Technology
2K
+ 9.38%
$3.86 - $6.4 $7.71K - $12.8K
23.3K $149K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
4.58K
+ 13.39%
$16.03 - $19.21 $73.5K - $88.1K
38.8K $625K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
7.89K
+ 30.97%
$3.51 - $4.74 $27.7K - $37.4K
33.4K $133K
EHAB
Enhabit, Inc.

Healthcare
5.76K
+ 43.67%
$6.52 - $8.28 $37.5K - $47.7K
18.9K $151K
SB
Safe Bulkers, Inc.

Industrials
3.13K
+ 25.44%
$3.64 - $4.68 $11.4K - $14.7K
15.5K $68K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
1.49K
+ 9.54%
$11.04 - $11.83 $16.5K - $17.7K
17.1K $200K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
1.43K
+ 6.17%
$9.66 - $10.45 $13.8K - $14.9K
24.5K $256K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
241
+ 0.14%
$25.24 - $25.56 $6.08K - $6.16K
179K $4.56M
AMPY
Amplify Energy Corp.

Energy
68
+ 0.63%
$3.18 - $6.07 $216 - $413
10.9K $58K
GETY
Vector Holding, LLC

Communication Services
4.1K
+ 9.1%
$1.66 - $2.14 $6.8K - $8.77K
49.1K $97K
DT
Dynatrace, Inc.

Technology
6.06K
+ 15.14%
$46.04 - $56.64 $279K - $343K
46.1K $2.23M
BLND
Blend Labs, Inc.

Technology
3.06K
+ 9.0%
$2.73 - $4.37 $8.36K - $13.4K
37.1K $135K
ZTEK
Zentek Ltd.

Healthcare
30.3K
New
$0.64 - $1.11 $19.4K - $33.7K
30.3K $23K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
93
+ 0.07%
$50.85 - $51.35 $4.73K - $4.78K
131K $6.73M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
1.61K
+ 4.67%
N/A
36.2K $486K
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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