Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
670
+ 5.88%
$20.79 - $21.92 $13.9K - $14.7K
12.1K $261K
CERS
Cerus Corp

Healthcare
14.1K
New
$1.16 - $1.6 $16.3K - $22.5K
14.1K $22K
FTGC
First Trust Global Tactical CO

ETFs
312
+ 2.73%
$24.67 - $26.32 $7.7K - $8.21K
11.7K $303K
CAE
Cae Inc

Industrials
507
+ 3.19%
$26.19 - $29.96 $13.3K - $15.2K
16.4K $486K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
2.11K
+ 11.86%
N/A
19.9K $201K
PEY
Invesco Exchange Traded Fd Tr

ETFs
100
+ 0.36%
$20.38 - $21.7 $2.04K - $2.17K
28.3K $595K
NWL
Newell Brands Inc.

Consumer Defensive
5.21K
+ 14.41%
$4.76 - $6.39 $24.8K - $33.3K
41.4K $216K
GUT
Gabelli Utility Trust

Financial Services
863
+ 1.48%
$5.8 - $6.18 $5.01K - $5.33K
59K $358K
RWT
Redwood Trust Inc

Real Estate
3.67K
+ 31.82%
$5.46 - $6.37 $20.1K - $23.4K
15.2K $88K
DEI
Douglas Emmett Inc

Real Estate
580
+ 2.76%
$14.06 - $16.91 $8.15K - $9.81K
21.6K $336K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
642
+ 7.33%
$98.64 - $113.55 $63.3K - $72.9K
9.4K $975K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
15
+ 1.09%
$154.79 - $169.41 $2.32K - $2.54K
1.39K $230K
ARKO
Arko Corp.

Consumer Cyclical
3.25K
+ 21.41%
$3.91 - $5.19 $12.7K - $16.8K
18.4K $84K
FURY
Fury Gold Mines LTD

Basic Materials
29.4K
+ 282.33%
$0.47 - $0.72 $13.8K - $21.2K
39.8K $25K
BBAX
J P Morgan Betabuilders Develo

ETFs
116
+ 1.61%
$53.96 - $58.06 $6.26K - $6.73K
7.32K $412K
PECO
Phillips Edison & Company, Inc.

Real Estate
1.75K
+ 3.13%
$33.04 - $36.15 $57.9K - $63.3K
57.6K $1.98M
PGC
Peapack Gladstone Financial Corp

Financial Services
1.3K
+ 4.94%
$24.75 - $30.42 $32.1K - $39.5K
27.6K $761K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
2.4K
+ 4.88%
$10.53 - $12.27 $25.3K - $29.4K
51.6K $618K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
813
+ 8.57%
$20.71 - $22.29 $16.8K - $18.1K
10.3K $221K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
48
+ 0.19%
$6.27 - $7.05 $301 - $338
24.7K $173K
UMH
Umh Properties, Inc.

Real Estate
3.08K
+ 21.21%
$14.69 - $17.34 $45.2K - $53.4K
17.6K $261K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
3.72K
+ 26.5%
$0.87 - $1.79 $3.24K - $6.66K
17.8K $30K
AVRE
American Centy ETF Tr Avantis
218
+ 0.8%
$43.53 - $45.34 $9.49K - $9.88K
27.5K $1.22M
VPN
Global X Fds Data Ctr Reits &

ETFs
1.07K
+ 3.06%
N/A
36.1K $575K
KFRC
Kforce Inc

Industrials
13.5K
+ 38.83%
$29.56 - $46.91 $399K - $634K
48.3K $1.45M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
1K
+ 9.77%
$10.21 - $11.08 $10.2K - $11.1K
11.2K $124K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
46
+ 0.54%
$116.29 - $120.92 $5.35K - $5.56K
8.62K $1.03M
RUM
Rumble Inc.

Technology
6.66K
+ 35.99%
$7.11 - $10.02 $47.4K - $66.8K
25.2K $182K
CRBG
Corebridge Financial, Inc.

Financial Services
1.23K
+ 17.94%
$31.36 - $35.94 $38.5K - $44.1K
8.07K $258K
PUMP
Pro Petro Holding Corp.

Energy
6.3K
+ 26.3%
$4.52 - $6.64 $28.5K - $41.8K
30.3K $158K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
709
+ 4.58%
$6.96 - $7.59 $4.93K - $5.38K
16.2K $122K
SAH
Sonic Automotive Inc

Consumer Cyclical
332
+ 12.44%
$70.28 - $88.76 $23.3K - $29.5K
3K $228K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
4.05K
+ 11.0%
N/A
40.8K $137K
BRP
Brp Group, Inc.

Financial Services
350
+ 4.62%
N/A
7.93K $317K
WDFC
Wd 40 CO

Basic Materials
1.34K
+ 16.28%
$195.27 - $233.16 $262K - $313K
9.58K $1.89M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
233
+ 1.39%
$28.77 - $29.79 $6.7K - $6.94K
16.9K $502K
ROLL
Rbc Bearings Inc

Industrials
58
+ 3.34%
N/A
1.8K $441K
KMPH
Kempharm, Inc

Healthcare
2.62K
+ 25.06%
N/A
13.1K $64K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
250
+ 1.42%
$14.33 - $15.08 $3.58K - $3.77K
17.8K $267K
ATUS
Altice Usa, Inc.

Communication Services
1.17K
+ 3.27%
$2.05 - $2.95 $2.39K - $3.45K
36.9K $88K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
11
+ 0.51%
$134.42 - $141.26 $1.48K - $1.55K
2.18K $308K
RVSB
Riverview Bancorp Inc

Financial Services
2.57K
+ 23.02%
$4.82 - $5.75 $12.4K - $14.8K
13.7K $73K
ABEO
Abeona Therapeutics Inc.

Healthcare
3.45K
+ 24.12%
$5.28 - $7.23 $18.2K - $25K
17.8K $93K
QUAD
Quad/Graphics, Inc.

Industrials
715
+ 5.87%
$5.07 - $6.77 $3.63K - $4.84K
12.9K $80K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
1.04K
+ 11.64%
$24.29 - $30.41 $25.3K - $31.6K
9.97K $242K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
49
+ 2.5%
$122.37 - $127.46 $6K - $6.25K
2.01K $255K
CVLG
Covenant Logistics Group, Inc.

Industrials
1.46K
+ 17.55%
$21.54 - $26.21 $31.4K - $38.2K
9.77K $211K
KTF
Dws Municipal Income Trust

Financial Services
261
+ 1.06%
$8.51 - $9.29 $2.22K - $2.42K
24.9K $228K
YY
Joyy Inc.

Communication Services
258
+ 3.85%
N/A
6.95K $285K
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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