Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
2.09K
+ 0.97%
$21.62 - $22.81 $45.3K - $47.8K
218K $4.92M
RAVI
Flexshares Tr Ready Access Var

ETFs
2.68K
+ 54.68%
$75.24 - $75.63 $202K - $203K
7.59K $573K
ZION
Zions Bancorporation, National Association

Financial Services
1.33K
+ 4.82%
$51.2 - $59.15 $68.1K - $78.7K
28.9K $1.64M
BURL
Burlington Stores, Inc.

Consumer Cyclical
338
+ 6.37%
$237.02 - $301.35 $80.1K - $102K
5.65K $1.44M
XCEM
Columbia ETF Tr Ii

ETFs
212
+ 0.24%
$33.85 - $36.86 $7.18K - $7.81K
90.2K $3.28M
BHE
Benchmark Electronics Inc

Technology
5.6K
+ 10.32%
$37.71 - $41.46 $211K - $232K
59.9K $2.31M
TALO
Talos Energy Inc.

Energy
13.3K
+ 20.49%
$7.79 - $10.24 $104K - $136K
78.3K $750K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
13.9K
+ 35.7%
$11.55 - $12.56 $160K - $175K
52.8K $663K
CMPX
Compass Therapeutics, Inc.

Healthcare
49.4K
+ 430.54%
$2.52 - $3.82 $125K - $189K
60.9K $228K
APOG
Apogee Enterprises, Inc.

Industrials
3.5K
+ 22.17%
$40.4 - $45.4 $141K - $159K
19.3K $840K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
3.15K
+ 9.4%
$32.53 - $35.69 $102K - $112K
36.6K $1.3M
KMT
Kennametal Inc

Industrials
12.3K
+ 41.56%
$19.97 - $25.7 $246K - $317K
42K $878K
BWMN
Bowman Consulting Group Ltd.

Industrials
661
+ 5.02%
$28.85 - $43.89 $19.1K - $29K
13.8K $576K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
979
+ 36.43%
$105.93 - $131.8 $104K - $129K
3.67K $483K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
14.2K
+ 95.22%
$11.54 - $15.0 $163K - $212K
29K $371K
ALGT
Allegiant Travel CO

Industrials
2.58K
+ 37.35%
$48.12 - $65.84 $124K - $170K
9.5K $577K
DAN
Dana Inc

Consumer Cyclical
6.06K
+ 23.15%
$15.37 - $21.25 $93.2K - $129K
32.2K $646K
MTRX
Matrix Service CO

Industrials
15.7K
+ 121.08%
$12.27 - $15.74 $193K - $248K
28.8K $372K
EPI
Wisdomtree Tr India Earnings F

ETFs
5.59K
+ 36.71%
$43.79 - $47.63 $245K - $266K
20.8K $920K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
4.42K
+ 96.31%
$50.98 - $67.62 $225K - $299K
9K $507K
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.38K
+ 19.9%
$102.17 - $110.66 $141K - $152K
8.29K $917K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.52K
+ 0.47%
$42.75 - $43.37 $108K - $109K
537K $23.2M
FAF
First American Financial Corp

Financial Services
2.62K
+ 29.29%
$54.73 - $68.13 $144K - $179K
11.6K $744K
SYNA
Synaptics Inc

Technology
1.61K
+ 6.67%
$59.7 - $74.35 $95.9K - $119K
25.7K $1.76M
AMOT
Allied Motion Technologies Inc

Technology
6.87K
+ 34.69%
N/A
26.7K $744K
MSEX
Middlesex Water CO

Utilities
3.55K
+ 74.12%
$51.52 - $56.15 $183K - $200K
8.35K $451K
FSLY
Fastly, Inc.

Technology
16.4K
+ 48.73%
$6.36 - $8.95 $104K - $147K
50.1K $428K
WRLD
World Acceptance Corp

Financial Services
1.01K
+ 20.89%
$154.36 - $184.43 $156K - $187K
5.86K $991K
REX
Rex American Resources Corp

Basic Materials
12.8K
+ 115.74%
$30.08 - $64.11 $384K - $818K
23.8K $728K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
143K
+ 81.48%
$1.17 - $1.69 $167K - $242K
319K $408K
FCX
Freeport Mcmoran Inc

Basic Materials
39.3K
+ 12.01%
$35.34 - $47.21 $1.39M - $1.86M
367K $14.4M
GTN
Gray Television Inc

Communication Services
19K
+ 29.83%
$4.13 - $6.24 $78.3K - $118K
82.5K $476K
KBR
Kbr, Inc.

Industrials
4.15K
+ 33.18%
$45.52 - $51.61 $189K - $214K
16.7K $787K
DRIV
Global X Fds Global X Autonomo

ETFs
4.46K
+ 36.1%
$23.34 - $28.35 $104K - $126K
16.8K $475K
CTKB
Cytek Biosciences, Inc.

Healthcare
53K
+ 95.11%
$3.1 - $4.17 $164K - $221K
109K $376K
ELV
Elevance Health, Inc.

Healthcare
5.56K
+ 22.75%
$274.66 - $395.76 $1.53M - $2.2M
30K $9.69M
VVV
Valvoline Inc

Energy
5.59K
+ 68.01%
$35.02 - $40.67 $196K - $228K
13.8K $496K
ICL
Icl Group Ltd.

Basic Materials
87.4K
+ 16.09%
$5.93 - $7.31 $519K - $639K
631K $3.92M
FLRN
Spdr Bloomberg Investment Grad

ETFs
5.86K
+ 5.29%
$30.71 - $30.86 $180K - $181K
117K $3.6M
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
4.72K
+ 24.13%
$13.39 - $18.85 $63.3K - $89K
24.3K $458K
BAP
Credicorp LTD

Financial Services
5
+ 0.12%
$220.56 - $278.29 $1.1K - $1.39K
4.28K $1.14M
EWL
Ishares Inc Msci Switzerlnd

ETFs
2.97K
+ 6.51%
$52.43 - $56.33 $156K - $167K
48.6K $2.68M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
820
+ 3.95%
$63.92 - $70.83 $52.4K - $58.1K
21.6K $1.52M
VRRM
Verra Mobility Corp

Industrials
9.91K
+ 11.07%
$23.49 - $25.65 $233K - $254K
99.5K $2.46M
DEMZ
The Advisors Inner Circle Fd I

ETFs
558
+ 0.99%
$38.84 - $41.8 $21.7K - $23.3K
56.8K $2.37M
LNC
Lincoln National Corp

Financial Services
1.89K
+ 10.25%
$33.37 - $43.29 $63.1K - $81.8K
20.3K $819K
GEF
Greif, Inc

Consumer Cyclical
4.19K
+ 31.43%
$58.87 - $69.85 $247K - $293K
17.5K $1.05M
NUVB
Nuvation Bio Inc.

Healthcare
30.2K
+ 76.99%
$1.94 - $3.9 $58.7K - $118K
69.5K $257K
IAK
Ishares Tr

ETFs
1.35K
+ 69.84%
$126.37 - $134.46 $171K - $182K
3.28K $440K
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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