Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WVE
Wave Life Sciences Ltd.

Healthcare
386
+ 3.36%
$6.66 - $10.15 $2.57K - $3.92K
11.9K $85K
KEP
Korea Electric Power Corp

Utilities
1.98K
+ 15.74%
$12.94 - $14.82 $25.6K - $29.3K
14.5K $189K
BMBL
Bumble Inc.

Technology
8.49K
+ 10.48%
$6.07 - $8.57 $51.6K - $72.8K
89.5K $545K
WWR
Westwater Resources, Inc.

Basic Materials
5K
+ 30.3%
$0.59 - $1.01 $2.95K - $5.05K
21.5K $20K
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
5
+ 0.02%
$30.86 - $32.68 $154 - $163
20.6K $656K
AMN
Amn Healthcare Services Inc

Healthcare
1.45K
+ 10.98%
$16.49 - $22.1 $23.9K - $32.1K
14.7K $283K
AVO
Mission Produce, Inc.

Consumer Defensive
425
+ 2.93%
$11.74 - $13.08 $4.99K - $5.56K
14.9K $179K
NOAH
Noah Holdings LTD

Financial Services
1.2K
+ 10.56%
$11.12 - $12.59 $13.3K - $15K
12.5K $145K
DAR
Darling Ingredients Inc.

Consumer Defensive
4.76K
+ 24.41%
$29.74 - $39.45 $142K - $188K
24.3K $749K
BDN
Brandywine Realty Trust

Real Estate
2.68K
+ 18.81%
$3.81 - $4.58 $10.2K - $12.3K
16.9K $70K
CHCT
Community Healthcare Trust Inc

Real Estate
1.59K
+ 13.52%
$14.34 - $17.5 $22.8K - $27.8K
13.3K $204K
ARBE
Arbe Robotics Ltd.

Technology
7.5K
+ 23.08%
$1.2 - $1.86 $9K - $14K
40K $66K
KRMD
Koru Medical Systems, Inc.

Healthcare
1.56K
+ 10.62%
$2.94 - $4.38 $4.58K - $6.82K
16.2K $61K
USO
United States Oil Fund, LP

ETFs
41
+ 0.44%
$72.3 - $81.04 $2.96K - $3.32K
9.46K $697K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
32
+ 0.31%
$47.18 - $48.17 $1.51K - $1.54K
10.5K $504K
SCYX
Scynexis Inc

Healthcare
10.3K
New
$0.68 - $1.19 $6.98K - $12.2K
10.3K $8K
KAI
Kadant Inc

Industrials
282
+ 7.4%
$297.58 - $358.61 $83.9K - $101K
4.09K $1.22M
NORW
Global X Msci Norway ETF

ETFs
1
+ 0.01%
$28.46 - $30.74 $28.5 - $30.7
8.63K $260K
LAB
Standard Biotools Inc.

Healthcare
1.89K
+ 3.1%
$1.2 - $1.47 $2.27K - $2.78K
63K $81K
VIRT
Virtu Financial, Inc.

Financial Services
1.57K
+ 29.89%
$34.87 - $45.12 $54.6K - $70.6K
6.8K $241K
ENVX
Enovix Corp

Industrials
2.01K
+ 5.82%
$8.0 - $15.93 $16K - $32K
36.5K $363K
BBD
Bank Bradesco

Financial Services
669
+ 4.7%
$2.75 - $3.39 $1.84K - $2.27K
14.9K $50K
GVI
Ishares Tr

ETFs
45
+ 1.95%
$105.8 - $107.81 $4.76K - $4.85K
2.35K $252K
FINX
Global X Fds Fintech ETF (De)

ETFs
424
+ 3.64%
$32.53 - $35.28 $13.8K - $15K
12.1K $405K
CTO
Cto Realty Growth, Inc.

Real Estate
1.11K
+ 9.56%
$15.89 - $17.75 $17.6K - $19.6K
12.7K $205K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
1.09K
+ 6.78%
$9.36 - $9.87 $10.2K - $10.7K
17.1K $162K
BTEGF
Baytex Energy Corp.

Energy
1.42K
+ 3.22%
N/A
45.7K $165K
KIO
Kkr Income Opportunities Fund

Financial Services
294
+ 2.48%
$12.34 - $12.82 $3.63K - $3.77K
12.2K $153K
CASS
Cass Information Systems Inc

Industrials
1.21K
+ 11.74%
$39.33 - $46.2 $47.6K - $55.9K
11.5K $453K
DOUG
Douglas Elliman Inc.

Real Estate
9
+ 0.09%
$2.12 - $3.11 $19.1 - $28
10.1K $28K
OPTT
Ocean Power Technologies, Inc.

Industrials
7.33K
+ 70.88%
$0.47 - $0.84 $3.45K - $6.16K
17.7K $8K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
20
+ 0.09%
$24.03 - $24.57 $481 - $491
21.4K $521K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
722
+ 5.07%
$12.11 - $12.64 $8.74K - $9.13K
14.9K $184K
SGMO
Sangamo Therapeutics, Inc

Healthcare
2.8K
+ 28.0%
$0.44 - $0.7 $1.23K - $1.96K
12.8K $8K
NSPR
Inspire Md, Inc.

Healthcare
14
+ 0.07%
$2.22 - $2.79 $31.1 - $39.1
19.6K $47K
STSSW
Sharps Technology Inc Wt Pur C

Financial Services
70.8K
New
$0.02 - $0.11 $1.42K - $7.78K
70.8K $3K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
5.3K
+ 27.62%
$0.94 - $1.37 $4.98K - $7.26K
24.5K $23K
KALU
Kaiser Aluminum Corp

Basic Materials
179
+ 3.98%
$72.44 - $92.64 $13K - $16.6K
4.68K $361K
TMC
Tmc The Metals CO Inc.

Basic Materials
630
+ 5.49%
$4.67 - $8.1 $2.94K - $5.1K
12.1K $77K
BBDC
Barings Bdc, Inc.

Financial Services
1.43K
+ 5.12%
$8.76 - $9.9 $12.5K - $14.2K
29.4K $257K
WSR
Whitestone Reit

Real Estate
380
+ 3.29%
$11.8 - $13.18 $4.48K - $5.01K
11.9K $146K
PNNT
Pennantpark Investment Corp

Financial Services
917
+ 2.75%
$6.68 - $7.44 $6.13K - $6.82K
34.3K $230K
ARBEW
Arbe Robotics LTD Wt Exp (Isr)

Technology
10K
+ 25.0%
$0.17 - $0.3 $1.7K - $3K
50K $14K
RGCO
Rgc Resources Inc

Utilities
66
+ 0.63%
$19.68 - $23.16 $1.3K - $1.53K
10.6K $237K
ECC
Eagle Point Credit CO Inc.

Financial Services
2.27K
+ 18.08%
$6.23 - $7.8 $14.1K - $17.7K
14.8K $97K
XPL
Solitario Zinc Corp.

Basic Materials
500
+ 2.0%
$0.62 - $0.87 $310 - $435
25.5K $17K
PPT
Putnam Premier Income Trust

Financial Services
1
+ 0.0%
$3.59 - $3.75 $3.59 - $3.75
78.6K $289K
TZOO
Travelzoo

Communication Services
156
+ 0.78%
N/A
20.2K $150K
ARBK
Argo Blockchain PLC

Financial Services
3
+ 0.03%
$0.24 - $0.5 $0.72 - $1.5
10.2K $2K
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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