Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ICLR
Icon PLC

Healthcare
-26
- 0.56%
$139.63 - $195.01 $3.63K - $5.07K
4.65K $814K
EWJ
Ishares Msci Japan ETF

ETFs
-1.77K
- 3.26%
$71.69 - $81.49 $127K - $144K
52.6K $4.22M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-266
- 0.31%
$47.56 - $49.7 $12.7K - $13.2K
84.4K $4.17M
NG
Novagold Resources Inc

Basic Materials
-2.42K
- 6.69%
$4.15 - $8.8 $10K - $21.3K
33.7K $296K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-4K
- 7.05%
$32.29 - $38.12 $129K - $153K
52.8K $2.01M
HBI
Hanesbrands Inc.

Consumer Cyclical
-4.02K
- 4.35%
$4.07 - $6.59 $16.4K - $26.5K
88.4K $582K
IOO
Ishares Tr Global 100 ETF

ETFs
-21
- 0.16%
$107.55 - $120.01 $2.26K - $2.52K
13.3K $1.6M
SBR
Sabine Royalty Trust

Energy
-573
- 3.36%
$65.49 - $82.12 $37.5K - $47.1K
16.5K $1.31M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-23
- 0.05%
$50.79 - $54.95 $1.17K - $1.26K
45.1K $2.47M
RWR
Spdr Dow Jones Reit ETF

ETFs
-2.2K
- 2.13%
$95.17 - $101.62 $209K - $223K
101K $10.1M
ODP
Odp Corp

Consumer Cyclical
-217
- 1.09%
$16.9 - $27.98 $3.67K - $6.07K
19.8K $550K
NVAX
Novavax Inc

Healthcare
-6.77K
- 6.39%
$6.56 - $9.71 $44.4K - $65.7K
99.1K $859K
CMPR
Cimpress PLC

Communication Services
-909
- 5.81%
$43.33 - $63.47 $39.4K - $57.7K
14.7K $929K
CATH
Global X Fds Global X S&P 500

ETFs
-121
- 0.33%
$75.38 - $81.32 $9.12K - $9.84K
36.3K $2.94M
SOXL
Direxion Daily Semiconductor B

ETFs
-3.7K
- 10.99%
$23.99 - $34.84 $88.7K - $129K
29.9K $1.04M
BTBT
Bit Digital, Inc

Financial Services
-2.43K
- 0.89%
$2.38 - $4.12 $5.77K - $10K
271K $800K
UNFI
United Natural Foods Inc

Consumer Defensive
-588
- 3.74%
$22.62 - $37.62 $13.3K - $22.1K
15.1K $569K
VONV
Vanguard Russell 1000 Value Et

ETFs
-458
- 0.68%
$84.55 - $89.54 $38.7K - $41K
66.8K $5.97M
AAON
Aaon, Inc.

Industrials
-1.52K
- 7.83%
$72.08 - $94.26 $110K - $144K
17.9K $1.67M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-596
- 3.01%
$82.22 - $96.68 $49K - $57.6K
19.2K $1.86M
EFG
Msci Eafe Growth ETF

ETFs
-71
- 0.05%
$106.99 - $114.46 $7.6K - $8.13K
136K $15.5M
ICLN
Ishares

ETFs
-7.81K
- 5.03%
$13.22 - $15.48 $103K - $121K
148K $2.28M
AUB
Atlantic Union Bankshares Corp

Financial Services
-3.76K
- 3.94%
$31.23 - $36.56 $118K - $138K
91.7K $3.24M
FNDC
Schwab Fundamental Intl Small

ETFs
-3.04K
- 1.91%
$41.81 - $45.21 $127K - $137K
156K $6.93M
BOTZ
Global X Fds

ETFs
-707
- 0.69%
$32.14 - $35.96 $22.7K - $25.4K
102K $3.62M
OUNZ
Van Eck Merk Gold Trust

ETFs
-1.29K
- 2.09%
$31.49 - $37.19 $40.6K - $47.9K
60.4K $2.25M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-1.52K
- 3.01%
$155.79 - $172.55 $237K - $263K
49K $8.24M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-16.2K
- 5.19%
$36.93 - $40.55 $598K - $657K
296K $11.9M
IDV
Ishares Tr

ETFs
-484
- 0.33%
$34.54 - $37.28 $16.7K - $18K
148K $5.4M
LEN
Lennar Corp

Consumer Cyclical
-3.02K
- 6.93%
$107.73 - $142.4 $325K - $429K
40.5K $5.11M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-1.39K
- 1.83%
$87.95 - $94.49 $122K - $131K
74.4K $6.98M
STNE
Stone Co Ltd.

Technology
-511
- 0.43%
$12.57 - $19.46 $6.42K - $9.94K
118K $2.24M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-6
- 0.04%
$208.02 - $237.84 $1.25K - $1.43K
13.9K $3.24M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-13.1K
- 6.01%
$108.03 - $117.04 $1.42M - $1.53M
205K $24M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-3.72K
- 2.68%
$94.17 - $99.95 $350K - $371K
135K $13.5M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-4.88K
- 3.04%
$50.7 - $54.86 $247K - $267K
155K $8.51M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-8.74K
- 3.8%
$40.43 - $44.52 $354K - $389K
221K $9.75M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-638
- 2.93%
$201.83 - $230.93 $129K - $147K
21.1K $4.69M
MGV
Vanguard Mega Cap Value

ETFs
-2.06K
- 1.99%
$129.46 - $137.85 $266K - $283K
101K $14M
HROW
Harrow Health, Inc.

Healthcare
-4.54K
- 12.04%
$30.57 - $48.85 $139K - $222K
33.2K $1.56M
ACM
Aecom

Industrials
-211
- 0.82%
$111.08 - $132.99 $23.4K - $28.1K
25.4K $3.32M
ROG
Rogers Corp

Technology
-88
- 0.24%
$64.78 - $83.94 $5.7K - $7.39K
36.4K $2.93M
HAS
Hasbro, Inc.

Consumer Cyclical
-613
- 0.26%
$73.92 - $81.85 $45.3K - $50.2K
239K $18.1M
IYY
Ishares Tr

ETFs
-12
- 0.03%
$150.75 - $162.82 $1.81K - $1.95K
38K $6.18M
UPRO
Proshares Trust Proshares Ultr

ETFs
-2.58K
- 7.08%
$91.26 - $112.39 $236K - $290K
33.9K $3.78M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-150
- 0.16%
$64.14 - $69.37 $9.62K - $10.4K
93.8K $6.46M
WTW
Willis Towers Watson PLC

Financial Services
-12
- 0.1%
$301.83 - $345.45 $3.62K - $4.15K
12.4K $4.28M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-6.86K
- 0.67%
$18.82 - $19.8 $129K - $136K
1.02M $19.8M
CASY
Caseys General Stores Inc

Consumer Cyclical
-63
- 0.66%
$494.52 - $565.32 $31.2K - $35.6K
9.48K $5.36M
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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