Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XNCR
Xencor Inc

Healthcare
-5.41K
- 29.83%
$7.0 - $11.73 $37.9K - $63.4K
12.7K $149K
FQAL
Fidelity Covington Tr Quality

ETFs
-126
- 3.85%
$69.69 - $74.72 $8.78K - $9.41K
3.15K $235K
TMP
Tompkins Financial Corp

Financial Services
-573
- 4.36%
$62.34 - $71.09 $35.7K - $40.7K
12.6K $832K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-49
- 0.1%
$20.77 - $21.32 $1.02K - $1.04K
47K $997K
FULC
Fulcrum Therapeutics, Inc.

Healthcare
-2.59K
- 15.26%
$6.34 - $8.84 $16.4K - $22.9K
14.4K $125K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-525
- 3.15%
$57.5 - $61.94 $30.2K - $32.5K
16.1K $1M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-94
- 0.75%
$25.84 - $27.2 $2.43K - $2.56K
12.4K $333K
FIW
First Trust Water ETF

ETFs
-112
- 2.23%
$107.54 - $115.08 $12K - $12.9K
4.91K $551K
CAMT
Camtek LTD

Technology
-52
- 1.25%
$82.04 - $98.93 $4.27K - $5.14K
4.1K $362K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-230
- 2.69%
$38.52 - $41.26 $8.86K - $9.49K
8.31K $341K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-1.1K
- 3.58%
$23.27 - $25.46 $25.6K - $28K
29.6K $731K
FDT
First Trust Developed Markets

ETFs
-101
- 3.4%
$68.09 - $76.05 $6.88K - $7.68K
2.87K $216K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-512
- 5.48%
$56.19 - $62.9 $28.8K - $32.2K
8.82K $543K
BB
Blackberry LTD

Technology
-619
- 1.16%
$3.58 - $5.0 $2.22K - $3.1K
52.8K $257K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-63
- 1.95%
$64.0 - $71.44 $4.03K - $4.5K
3.16K $220K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-737
- 6.89%
$63.98 - $72.59 $47.2K - $53.5K
9.97K $707K
JHMM
John Hancock Multifactor Mid C

ETFs
-5
- 0.12%
$61.22 - $65.26 $306 - $326
4.14K $267K
HEFA
Ishares Currency Hedged Msci E

ETFs
-682
- 2.69%
$37.2 - $39.61 $25.4K - $27K
24.6K $975K
REKR
Rekor Systems, Inc.

Technology
-137
- 0.34%
$1.05 - $1.89 $144 - $259
39.9K $61K
TRN
Trinity Industries Inc

Industrials
-142
- 0.72%
$23.3 - $29.03 $3.31K - $4.12K
19.5K $546K
RWO
Spdr Dow Jones Global Real Est

ETFs
-406
- 1.93%
$43.53 - $46.27 $17.7K - $18.8K
20.6K $943K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-22
- 0.31%
$53.48 - $56.56 $1.18K - $1.24K
7.18K $405K
INTF
Ishares Tr

ETFs
-2.78K
- 3.93%
$33.72 - $36.17 $93.7K - $101K
68K $2.44M
CRBU
Caribou Biosciences, Inc.

Healthcare
-1.25K
- 6.19%
$1.24 - $2.48 $1.55K - $3.1K
18.9K $44K
ACVF
ETF Opportunities Tr American

ETFs
-133
- 1.07%
$47.19 - $49.42 $6.28K - $6.57K
12.3K $608K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-5.57K
- 2.43%
$26.84 - $28.32 $150K - $158K
224K $6.22M
FLJP
Franklin Templeton ETF Tr

ETFs
-104
- 0.95%
$30.82 - $35.17 $3.21K - $3.66K
10.8K $373K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-330
- 2.87%
$51.24 - $57.08 $16.9K - $18.8K
11.2K $622K
GDV
Gabelli Dividend & Income Trust

Financial Services
-591
- 1.61%
$25.8 - $27.4 $15.2K - $16.2K
36.1K $980K
USCI
United States Commodity Index Funds Trust

ETFs
-100
- 1.38%
$72.95 - $78.86 $7.3K - $7.89K
7.12K $554K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-1.81K
- 2.02%
$17.13 - $17.98 $31K - $32.5K
87.8K $1.56M
SVRA
Savara Inc

Healthcare
-11.8K
- 21.03%
$2.08 - $3.85 $24.5K - $45.3K
44.2K $155K
CG
Carlyle Group Inc.

Financial Services
-3.15K
- 15.76%
$52.82 - $69.35 $166K - $218K
16.8K $1.06M
WB
Weibo Corp

Communication Services
-127
- 1.21%
$9.5 - $12.76 $1.21K - $1.62K
10.4K $129K
FDVV
Fidelity High Dividend ETF

ETFs
-165
- 1.5%
$52.42 - $55.71 $8.65K - $9.19K
10.8K $602K
MXI
Ishares Global Materials ETF

ETFs
-181
- 2.43%
$83.91 - $92.47 $15.2K - $16.7K
7.26K $671K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-14
- 0.02%
$46.86 - $48.27 $656 - $676
79K $3.79M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-28
- 0.3%
$51.33 - $58.15 $1.44K - $1.63K
9.17K $517K
EQAL
Invesco ETF

ETFs
-159
- 0.9%
$49.29 - $52.39 $7.84K - $8.33K
17.5K $907K
NVTS
Navitas Semiconductor Corp

Technology
-6.09K
- 4.82%
$5.54 - $8.98 $33.7K - $54.7K
120K $868K
VREX
Varex Imaging Corp

Healthcare
-173
- 1.52%
$6.96 - $12.4 $1.2K - $2.15K
11.2K $139K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-36
- 0.61%
$75.87 - $83.26 $2.73K - $3K
5.83K $485K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
-220
- 0.85%
$21.09 - $27.22 $4.64K - $5.99K
25.5K $657K
VNET
Vnet Group, Inc.

Technology
-251
- 1.89%
$6.61 - $11.13 $1.66K - $2.79K
13K $134K
JHSC
John Hancock ETF Tr Multifacto

ETFs
-1.3K
- 3.67%
$39.08 - $42.37 $50.6K - $54.9K
34K $1.42M
PFFV
Global X Variable Rate Preferr

Technology
-976
- 0.44%
$22.87 - $23.38 $22.3K - $22.8K
219K $5.07M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-1.85K
- 2.5%
$70.96 - $73.96 $132K - $137K
72.3K $5.34M
IYH
Ishares Tr

ETFs
-1.13K
- 2.19%
$54.36 - $58.96 $61.5K - $66.7K
50.7K $2.98M
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
-3.52K
- 3.76%
$0.69 - $1.46 $2.43K - $5.15K
90.2K $118K
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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