Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SBTX
Silverback Therapeutics, Inc.

Healthcare
-10.4K
- 27.73%
N/A
27.2K $0
Digitalbridge Group Inc
-68.5K
- 49.11%
N/A
71K $0
Kiniksa Pharmaceuticals Intl
-185
- 1.43%
N/A
12.8K $0
Blackrock ETF Trust Ii
-165
- 3.01%
N/A
5.32K $0
ALCC
Alt C Acquisition Corp.

Financial Services
-45.4K
- 62.27%
N/A
27.5K $0
Peakstone Realty Trust
-2.16K
- 15.86%
N/A
11.5K $0
Jakks Pac Inc
-8.75K
- 10.96%
N/A
71.1K $0
Amplify ETF Tr
-1
- 0.02%
N/A
4.18K $0
Tidal Trust Ii
-4.07K
- 13.25%
N/A
26.6K $0
Anaptysbio Inc
-147
- 0.87%
N/A
16.7K $0
Apogee Therapeutics Inc
-1.68K
- 18.65%
N/A
7.35K $0
Perspective Therapeutics Inc
-196
- 0.47%
N/A
41.8K $0
Grupo Cibest Sa
-352
- 1.43%
N/A
24.3K $0
Greystone Housing Impact Inv
-1.08K
- 6.63%
N/A
15.2K $0
Nano Nuclear Energy Inc
-1.1K
- 12.03%
N/A
8.05K $0
Primo Brands Corporation
-18.6K
- 45.21%
N/A
22.5K $0
Coherent Corp
-97.7K
- 82.48%
N/A
20.7K $0
Tortoise Capital Series Trus
-7.42K
- 3.11%
N/A
231K $0
Proshares Tr
-3.03K
- 8.27%
N/A
33.6K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-5.38K
- 10.0%
N/A
48.4K $0
Mesoblast LTD
-630
- 4.86%
N/A
12.3K $0
Curbline Pptys Corp
-1.67K
- 10.73%
N/A
13.9K $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-547
- 0.93%
N/A
58.3K $0
Mind Medicine Mindmed Inc
-54.2K
- 81.98%
N/A
11.9K $0
Amc Entmt Hldgs Inc
-5.83K
- 35.24%
N/A
10.7K $0
Ingram Micro Hldg Corp
-1.3K
- 4.52%
N/A
27.5K $0
Rbb Fd Inc
-902
- 1.99%
N/A
44.3K $0
DWAC
Digital World Acquisition Corp.

Financial Services
-20.7K
- 35.31%
N/A
38K $0
Pgim ETF Tr
-33
- 0.78%
N/A
4.2K $0
Amalgamated Financial Corp
-6.63K
- 23.15%
N/A
22K $0
Oaktree Specialty Lending CO
-2.21K
- 4.16%
N/A
50.9K $0
Rbb Fd Inc
-200
- 2.41%
N/A
8.09K $0
Skyward Specialty Ins Group
-3.98K
- 26.62%
N/A
11K $0
BMEA
Biomea Fusion, Inc.

Healthcare
-900
- 6.86%
$1.53 - $2.1 $1.38K - $1.89K
12.2K $24K
IFGL
Ishares International Develope

ETFs
-182
- 1.15%
$22.04 - $23.67 $4.01K - $4.31K
15.6K $360K
CIG
Energy CO Of Minas Gerais

Utilities
-7.32K
- 6.57%
$1.81 - $2.13 $13.3K - $15.6K
104K $219K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-214
- 1.22%
$9.87 - $10.65 $2.11K - $2.28K
17.3K $183K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-1.64K
- 17.83%
$33.63 - $42.59 $55.2K - $69.9K
7.56K $317K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-2K
- 12.55%
$4.36 - $5.16 $8.72K - $10.3K
13.9K $71K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-7.3K
- 6.74%
$35.99 - $38.74 $263K - $283K
101K $3.91M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-11
- 0.02%
$10.48 - $10.64 $115 - $117
60.1K $637K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-566
- 2.5%
$28.69 - $30.59 $16.2K - $17.3K
22.1K $670K
IHF
Ishares Tr

ETFs
-471
- 1.32%
$40.81 - $49.43 $19.2K - $23.3K
35.1K $1.73M
PANL
Pangaea Logistics Solutions Ltd.

Industrials
-730
- 3.16%
$4.59 - $5.64 $3.35K - $4.12K
22.4K $113K
KBE
Spdr S&P Bank ETF

ETFs
-260
- 4.63%
$55.26 - $61.99 $14.4K - $16.1K
5.36K $318K
ONL
Orion Office Reit Inc.

Real Estate
-246
- 2.15%
$2.27 - $3.04 $558 - $748
11.2K $30K
BGR
Black Rock Energy & Resources Trust

Financial Services
-322
- 0.99%
$13.14 - $13.64 $4.23K - $4.39K
32.1K $435K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-126
- 3.61%
$121.81 - $137.24 $15.3K - $17.3K
3.37K $445K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-18
- 0.06%
$37.5 - $40.3 $675 - $725
31.1K $1.24M
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email