Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TRC
Tejon Ranch CO

Industrials
5.14K
+ 18.57%
$15.97 - $19.27 $82K - $99K
32.8K $524K
MAX
Media Alpha, Inc.

Communication Services
4.2K
+ 27.38%
$9.56 - $13.41 $40.1K - $56.3K
19.5K $222K
EWH
Ishares Msci Hong Kong ETF

ETFs
1.72K
+ 16.32%
$19.82 - $22.04 $34.1K - $38K
12.3K $264K
PLSE
Pulse Biosciences, Inc.

Healthcare
336
+ 1.77%
$14.52 - $18.52 $4.88K - $6.22K
19.3K $340K
NLOK
Norton Life Lock Inc.

Technology
2.53K
+ 3.37%
N/A
77.5K $1.66M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
504
+ 9.72%
$108.84 - $112.69 $54.9K - $56.8K
5.69K $633K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
20.1K
+ 38.43%
$1.02 - $1.58 $20.5K - $31.8K
72.4K $114K
WY
Weyerhaeuser CO

Real Estate
4.11K
+ 7.59%
$24.1 - $26.83 $99K - $110K
58.2K $1.44M
MGTX
Meira G Tx Holdings PLC

Healthcare
3.82K
+ 29.87%
$6.4 - $8.89 $24.4K - $33.9K
16.6K $136K
EFC
Ellington Financial Inc.

Real Estate
4.03K
+ 29.79%
$12.66 - $14.02 $51.1K - $56.5K
17.6K $228K
MMYT
Make My Trip LTD

Consumer Cyclical
621
+ 25.69%
N/A
3.04K $261K
ADTN
Adtran Inc

Technology
2.8K
+ 4.39%
$8.09 - $10.61 $22.6K - $29.7K
66.6K $624K
BIGZ
Black Rock Innovation & Growth Trust
7.83K
+ 59.59%
N/A
21K $138K
CHH
Choice Hotels International Inc

Consumer Cyclical
853
+ 42.97%
$106.91 - $135.29 $91.2K - $115K
2.84K $303K
SANA
Sana Biotechnology, Inc.

Healthcare
2.72K
+ 5.28%
$2.83 - $5.14 $7.69K - $14K
54.2K $192K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
467
+ 5.57%
$56.63 - $60.72 $26.4K - $28.4K
8.85K $533K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
3.06K
+ 21.37%
$13.77 - $14.45 $42.1K - $44.2K
17.4K $250K
IMNM
Immunome Inc.

Healthcare
710
+ 3.95%
$8.4 - $11.59 $5.96K - $8.23K
18.7K $216K
TS
Tenaris Sa

Energy
3.26K
+ 7.98%
$34.66 - $38.85 $113K - $127K
44.1K $1.58M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
4.14K
+ 14.54%
$10.08 - $11.67 $41.7K - $48.3K
32.6K $353K
BHB
Bar Harbor Bankshares

Financial Services
1.28K
+ 6.07%
$28.64 - $32.84 $36.6K - $41.9K
22.3K $680K
RAMP
Live Ramp Holdings, Inc.

Technology
5.79K
+ 32.04%
$25.76 - $34.2 $149K - $198K
23.9K $647K
OPRA
Opera LTD

Communication Services
1.56K
+ 15.61%
$15.4 - $20.64 $24.1K - $32.3K
11.6K $239K
GBDC
Golub Capital Bdc, Inc.

Financial Services
4.55K
+ 36.74%
$13.69 - $15.48 $62.2K - $70.4K
16.9K $231K
FISI
Financial Institutions Inc

Financial Services
850
+ 4.98%
$24.69 - $27.76 $21K - $23.6K
17.9K $487K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
39.3K
+ 105.08%
$1.29 - $1.68 $50.6K - $65.9K
76.6K $100K
INFA
Informatica Inc.

Technology
1.45K
+ 6.35%
$24.21 - $24.95 $35.2K - $36.2K
24.3K $604K
CSV
Carriage Services Inc

Consumer Cyclical
1.17K
+ 26.74%
$41.55 - $48.29 $48.7K - $56.5K
5.55K $247K
SPH
Suburban Propane Partners LP

Utilities
2.34K
+ 7.46%
$17.47 - $19.0 $40.9K - $44.5K
33.8K $629K
ICVT
Ishares Tr Convertible Bond Et

ETFs
69
+ 1.78%
$89.29 - $100.17 $6.16K - $6.91K
3.95K $395K
SWIM
Latham Group, Inc.

Industrials
3.84K
+ 27.87%
$6.15 - $8.25 $23.6K - $31.6K
17.6K $133K
JBI
Janus International Group, Inc.

Industrials
1.49K
+ 8.18%
$8.54 - $10.68 $12.7K - $15.9K
19.7K $193K
PFM
Invesco Exchange Traded Fd Tr

ETFs
416
+ 4.42%
$48.04 - $50.89 $20K - $21.2K
9.82K $498K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
207
+ 5.59%
$82.81 - $93.09 $17.1K - $19.3K
3.91K $360K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
646
+ 7.08%
$41.5 - $43.83 $26.8K - $28.3K
9.78K $428K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
1.01K
+ 6.8%
$38.16 - $41.91 $38.5K - $42.3K
15.9K $611K
GRNT
Granite Ridge Resources, Inc.
14.5K
+ 41.0%
$4.79 - $6.34 $69.3K - $91.7K
49.7K $269K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
1.29K
+ 5.34%
$26.51 - $27.85 $34.2K - $36K
25.5K $702K
DDM
Proshares Ultra Dow30

ETFs
20
+ 0.44%
$95.33 - $107.65 $1.91K - $2.15K
4.62K $495K
ORGO
Organogenesis Holdings Inc.

Healthcare
2.89K
+ 8.16%
$3.78 - $5.03 $10.9K - $14.5K
38.3K $173K
ABR
Arbor Realty Trust Inc

Real Estate
640
+ 2.71%
$10.7 - $12.21 $6.85K - $7.81K
24.3K $296K
TSHA
Taysha Gene Therapies, Inc.

Healthcare
245
+ 0.47%
$2.34 - $3.29 $573 - $806
52.2K $164K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
3.9K
+ 23.8%
$19.13 - $22.22 $74.6K - $86.7K
20.3K $399K
CLIR
Clear Sign Technologies Corp

Industrials
17.2K
+ 12.13%
$0.48 - $0.84 $8.26K - $14.4K
159K $122K
JXI
Ishares Tr Global Utils ETF

ETFs
409
+ 13.63%
$73.06 - $77.66 $29.9K - $31.8K
3.41K $264K
EWY
Ishares Inc Msci South Korea E

ETFs
13
+ 0.26%
$70.07 - $81.56 $911 - $1.06K
5.03K $403K
DX
Dynex Capital Inc

Real Estate
3.41K
+ 18.26%
$11.85 - $12.93 $40.4K - $44.1K
22.1K $271K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
443
+ 6.8%
$57.15 - $62.12 $25.3K - $27.5K
6.96K $432K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
875
+ 4.87%
$8.06 - $10.13 $7.05K - $8.86K
18.9K $172K
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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