Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HFRO
Highland Income Fund\Ma

Financial Services
-197
- 0.43%
$5.03 - $6.83 $991 - $1.35K
46K $292K
AREC
American Resources Corp

Basic Materials
-6.18K
- 16.31%
$0.8 - $3.01 $4.94K - $18.6K
31.7K $83K
BAR
Granite Shares Gold Trust

ETFs
-576
- 3.95%
$32.23 - $38.06 $18.6K - $21.9K
14K $532K
NXPI
Nxp Semiconductors N.V.

Technology
-1.61K
- 3.51%
$205.16 - $239.07 $331K - $385K
44.3K $10.1M
NWN
Northwest Natural Holding CO

Utilities
-149
- 1.17%
$39.48 - $44.93 $5.88K - $6.69K
12.6K $564K
TRMB
Trimble Inc.

Technology
-2.75K
- 5.45%
$76.46 - $85.24 $210K - $234K
47.7K $3.9M
AXGN
Axogen, Inc.

Healthcare
-4.89K
- 22.87%
$10.77 - $17.84 $52.6K - $87.2K
16.5K $293K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.87K
- 1.08%
$92.18 - $95.14 $265K - $273K
264K $25.1M
SIVR
Abrdn Silver ETF Trust

ETFs
-2.22K
- 13.46%
$34.34 - $44.62 $76.1K - $98.9K
14.2K $633K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-532
- 0.6%
$41.17 - $43.65 $21.9K - $23.2K
88.2K $3.8M
VOTE
Engine No 1 ETF Tr

ETFs
-1
- 0.01%
$72.69 - $78.67 $72.7 - $78.7
12.5K $982K
FBT
First Trust Nyse Arca Biotechn

ETFs
-37
- 0.83%
$159.46 - $180.52 $5.9K - $6.68K
4.44K $795K
FNDB
Schwab Fundamental U S Broad M

ETFs
-66
- 0.15%
$23.83 - $25.77 $1.57K - $1.7K
43.2K $1.11M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-945
- 2.73%
$79.83 - $84.0 $75.4K - $79.4K
33.7K $2.83M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.23K
- 1.45%
$42.43 - $45.05 $52.1K - $55.3K
83.7K $3.68M
VIS
Vanguard Industrial ETF

ETFs
-584
- 3.77%
$281.0 - $296.29 $164K - $173K
14.9K $4.42M
VTHR
Vanguard Russell 3000 ETF

ETFs
-27
- 0.68%
$272.54 - $295.85 $7.36K - $7.99K
3.94K $1.16M
EEMV
Ishares Msci Emerging Markets

ETFs
-1.33K
- 0.83%
$61.94 - $64.63 $82.3K - $85.8K
158K $10.1M
PICK
Ishares Inc Msci Global Select

ETFs
-577
- 3.78%
$37.92 - $44.52 $21.9K - $25.7K
14.7K $653K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-674
- 2.81%
$22.95 - $31.03 $15.5K - $20.9K
23.4K $651K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-212
- 2.4%
$100.4 - $119.58 $21.3K - $25.4K
8.64K $956K
TPG
Tpg Inc.

Financial Services
-31
- 0.18%
$52.84 - $64.4 $1.64K - $2K
17.3K $992K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-744
- 2.84%
$50.48 - $57.12 $37.6K - $42.5K
25.4K $1.42M
IXC
Ishares Tr Global Energy ETF

ETFs
-637
- 1.37%
$39.45 - $42.95 $25.1K - $27.4K
46K $1.92M
OXY
Occidental Petroleum Corp

Energy
-33.7K
- 10.51%
$42.54 - $48.1 $1.43M - $1.62M
287K $13.5M
AORT
Artivion, Inc.

Healthcare
-1.58K
- 11.04%
$30.29 - $44.83 $47.7K - $70.6K
12.7K $537K
AVES
American Centy ETF Tr Avantis

ETFs
-1.76K
- 3.39%
$53.51 - $57.96 $94.2K - $102K
50.2K $2.88M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.58K
- 4.51%
$51.78 - $57.89 $81.9K - $91.6K
33.5K $1.93M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-30.7K
- 1.42%
$45.07 - $47.56 $1.39M - $1.46M
2.13M $98M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-75
- 0.92%
$112.94 - $129.99 $8.47K - $9.75K
8.07K $1.03M
TROW
Price T Rowe Group Inc

Financial Services
-374
- 1.61%
$98.67 - $111.52 $36.9K - $41.7K
22.8K $2.34M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-98
- 1.16%
$210.88 - $226.87 $20.7K - $22.2K
8.37K $1.9M
AXTI
Axt Inc

Technology
-75
- 0.18%
$1.92 - $5.14 $144 - $386
41K $190K
SKYY
First Trust Cloud Computing Et

ETFs
-367
- 3.0%
$118.24 - $138.53 $43.4K - $50.8K
11.9K $1.6M
TGB
Taseko Mines LTD

Basic Materials
-2.35K
- 2.17%
$3.05 - $4.23 $7.15K - $9.92K
106K $447K
AG
First Majestic Silver Corp

Basic Materials
-407
- 1.41%
$7.83 - $12.41 $3.19K - $5.05K
28.4K $349K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.8K
- 1.49%
$70.77 - $73.59 $127K - $133K
119K $8.75M
ACWI
Ishares Msci Acwi ETF

ETFs
-2.83K
- 5.39%
$128.32 - $138.41 $363K - $391K
49.6K $6.86M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-349
- 1.71%
$71.0 - $90.32 $24.8K - $31.5K
20K $1.54M
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
-492
- 2.38%
$14.25 - $22.4 $7.01K - $11K
20.2K $450K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
-583
- 4.16%
$30.36 - $41.12 $17.7K - $24K
13.4K $548K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.82K
- 2.21%
$59.61 - $63.09 $109K - $115K
80.6K $5.07M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-145
- 1.1%
$115.08 - $126.88 $16.7K - $18.4K
13.1K $1.64M
HNRG
Hallador Energy CO

Energy
-2.68K
- 6.14%
$15.02 - $21.22 $40.3K - $57K
41K $815K
SIL
Global X Silver Miners ETF

ETFs
-4.73K
- 23.81%
$47.34 - $71.63 $224K - $339K
15.1K $1.08M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-96
- 2.46%
$173.23 - $213.34 $16.6K - $20.5K
3.8K $805K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-4.49K
- 7.65%
$79.52 - $89.63 $357K - $403K
54.2K $4.83M
MVV
Proshares Ultra Midcap400

ETFs
-43
- 0.17%
$63.1 - $71.89 $2.71K - $3.09K
24.7K $1.71M
LIT
Global X Fds Global X Lithium

ETFs
-407
- 4.81%
$38.41 - $56.85 $15.6K - $23.1K
8.05K $457K
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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