Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMTX
Aemetis, Inc

Energy
-535
- 4.39%
$2.15 - $3.42 $1.15K - $1.83K
11.7K $26K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-124
- 1.03%
$23.14 - $23.23 $2.87K - $2.88K
11.9K $277K
IHS
Ihs Holding LTD

Communication Services
-2.99K
- 21.57%
$5.8 - $7.61 $17.4K - $22.8K
10.9K $74K
UVSP
Univest Financial Corp

Financial Services
-68
- 0.1%
$28.12 - $32.7 $1.91K - $2.22K
71K $2.13M
FAD
First Tr Multi Cap Growth Alph

ETFs
-2.4K
- 8.61%
$145.87 - $162.49 $350K - $389K
25.4K $4.08M
ELY
Callaway Golf CO

Consumer Cyclical
-165
- 0.36%
N/A
45.7K $858K
STKL
Sun Opta Inc.

Consumer Defensive
-853
- 3.32%
$5.19 - $6.73 $4.43K - $5.74K
24.8K $145K
RVT
Royce Value Trust, Inc.

Financial Services
-1.01K
- 8.39%
$14.94 - $16.5 $15K - $16.6K
11K $177K
IMOS
Chipmos Technologies Inc

Technology
-2.46K
- 5.43%
$15.09 - $19.98 $37.1K - $49.1K
42.8K $818K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-447
- 0.76%
$23.13 - $23.54 $10.3K - $10.5K
58.1K $1.36M
Core Scientific Inc New
-25
- 0.21%
N/A
12K $0
ILCG
Ishares Morningstar Growth ETF
-940
- 2.2%
N/A
41.7K $0
EEMX
Spdr Idx Shs Fds Msci Emerging
-841
- 5.84%
N/A
13.6K $0
Vanguard Calif Tax Free Fds
-1.61K
- 3.07%
N/A
51K $0
ACWF
Ishares Msci Global Multifacto

ETFs
-71
- 0.3%
N/A
23.5K $0
STRV
Ea Ser Tr Strive 500 ETF
-6.72K
- 8.44%
N/A
72.8K $0
Atlassian Corporation
-22.9K
- 52.7%
N/A
20.5K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-13.1K
- 11.08%
N/A
105K $0
Rbb Fd Inc
-2.38K
- 11.88%
N/A
17.7K $0
Ftai Aviation LTD
-9.5K
- 24.34%
N/A
29.5K $0
Morgan Stanley ETF Trust
-653
- 3.74%
N/A
16.8K $0
Knife River Corp
-253
- 0.33%
N/A
76.6K $0
Kenvue Inc
-9.04K
- 3.98%
N/A
218K $0
Chimera Invt Corp
-825
- 3.79%
N/A
20.9K $0
Ishares Tr
-22
- 0.1%
N/A
21.8K $0
Ark 21 Shares Bitcoin ETF
-1.1K
- 1.99%
N/A
53.8K $0
Sezzle Inc
-465
- 2.97%
N/A
15.2K $0
Zacks Trust
-60.6K
- 57.89%
N/A
44.1K $0
Wheels Up Experience Inc
-4.02K
- 17.13%
N/A
19.5K $0
Mineralys Therapeutics Inc
-2.57K
- 10.32%
N/A
22.3K $0
Blackrock ETF Trust
-1.23K
- 8.53%
N/A
13.1K $0
Jpmorgan Chase Finl CO LLC
-1.72K
- 10.46%
N/A
14.7K $0
Reddit Inc
-5.07K
- 8.58%
N/A
54K $0
FNY
First Trust Mid Cap Growth Alp
-1.25K
- 16.68%
N/A
6.25K $0
America Movil Sab De Cv
-28K
- 20.8%
N/A
106K $0
FAN
First Tr Exchange Traded Fd Ii
-2.15K
- 17.25%
N/A
10.3K $0
Fifth Dist Bancorp Inc
-10.2K
- 17.03%
N/A
49.8K $0
ETF Opportunities Trust
-13.4K
- 1.52%
N/A
868K $0
Grail Inc
-3.58K
- 25.41%
N/A
10.5K $0
Zacks Trust
-7.4K
- 36.74%
N/A
12.7K $0
Victory Portfolios Ii
-857
- 10.18%
N/A
7.56K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-146
- 0.88%
N/A
16.4K $0
Pacs Group Inc
-705
- 3.62%
N/A
18.8K $0
Super Micro Computer Inc
-3.97K
- 3.42%
N/A
112K $0
Amplify ETF Tr
-3.54K
- 3.27%
N/A
105K $0
FAB
First Tr Multi Cap Value Alpha

ETFs
-273
- 6.86%
$81.15 - $88.6 $22.2K - $24.2K
3.71K $323K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-398
- 7.99%
$47.78 - $52.76 $19K - $21K
4.58K $238K
Abrdn Asia Pacific Income Fu
-1.32K
- 6.23%
N/A
19.8K $0
Site Ctrs Corp
-4.78K
- 25.9%
N/A
13.7K $0
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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