Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HLN
Haleon PLC

Healthcare
-23.5K
- 5.16%
$8.72 - $10.35 $205K - $243K
431K $3.87M
EQT
Eqt Corp

Energy
-5.88K
- 4.35%
$49.19 - $59.19 $289K - $348K
129K $7.04M
NOVT
Novanta Inc

Technology
-5.35K
- 30.93%
N/A
11.9K $1.88M
CDW
Cdw Corp

Technology
-1.8K
- 6.25%
$156.97 - $182.84 $282K - $329K
27K $4.29M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-16.9K
- 10.08%
$50.08 - $50.37 $849K - $854K
151K $7.59M
PRK
Park National Corp

Financial Services
-4.71K
- 32.26%
$158.56 - $177.92 $747K - $838K
9.9K $1.61M
LBRDA
Liberty Broadband Corp

Communication Services
-1.44K
- 6.7%
$58.06 - $100.28 $83.5K - $144K
20.1K $1.27M
QTWO
Q2 Holdings, Inc.

Technology
-2.02K
- 6.35%
$72.39 - $94.97 $147K - $192K
29.8K $2.16M
AI
C3.Ai, Inc.

Technology
-11.3K
- 13.29%
$15.46 - $29.16 $175K - $331K
74K $1.28M
SMR
Nuscale Power Corp

Industrials
-14.5K
- 19.5%
$32.65 - $51.67 $473K - $749K
59.8K $2.15M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-17.3K
- 20.03%
$45.72 - $47.27 $793K - $820K
69.2K $3.25M
QFIN
360 Digi Tech, Inc.

Financial Services
-1.44K
- 2.93%
$28.11 - $44.4 $40.5K - $63.9K
47.7K $1.37M
MNDY
Monday.Com Ltd.

Technology
-973
- 20.82%
$171.46 - $309.62 $167K - $301K
3.7K $716K
FSK
Fs Kkr Capital Corp

Financial Services
-10.2K
- 10.71%
$14.93 - $22.48 $152K - $229K
85K $1.27M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-8.35K
- 17.31%
$126.64 - $135.65 $1.06M - $1.13M
39.9K $5.41M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-7.52K
- 4.4%
$102.4 - $103.88 $770K - $781K
164K $16.9M
NOK
Nokia Corp

Technology
-97.3K
- 15.65%
$4.05 - $5.23 $394K - $509K
525K $2.52M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-12.4K
- 26.01%
$61.56 - $66.95 $761K - $827K
35.1K $2.35M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-32.1K
- 41.47%
$21.89 - $23.17 $703K - $744K
45.3K $1.05M
PRU
Prudential Financial Inc

Financial Services
-4.15K
- 6.05%
$100.68 - $109.89 $418K - $456K
64.5K $6.69M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-5.51K
- 28.29%
$61.95 - $80.32 $342K - $443K
14K $872K
ALC
Alcon Inc

Healthcare
-227
- 0.5%
$73.24 - $92.22 $16.6K - $20.9K
45.5K $3.39M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-21.9K
- 67.49%
$29.12 - $29.34 $636K - $641K
10.5K $308K
CBZ
Cbiz, Inc.

Industrials
-3.85K
- 17.01%
$51.19 - $77.81 $197K - $300K
18.8K $995K
FRPH
Frp Holdings, Inc.

Real Estate
-19.3K
- 32.33%
$24.3 - $27.49 $468K - $530K
40.3K $982K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-44.8K
- 45.86%
$7.48 - $11.55 $335K - $518K
52.9K $396K
IHDG
Wisdomtree Tr

ETFs
-36.3K
- 3.49%
$43.81 - $46.31 $1.59M - $1.68M
1M $46.3M
RVMD
Revolution Medicines, Inc.

Healthcare
-26.8K
- 40.75%
$34.7 - $46.7 $929K - $1.25M
38.9K $1.82M
CSL
Carlisle Companies Inc

Industrials
-631
- 7.31%
$327.52 - $435.11 $207K - $275K
8K $2.63M
GKOS
Glaukos Corp

Healthcare
-2.3K
- 12.52%
$79.92 - $106.55 $184K - $245K
16.1K $1.31M
GIB
Cgi Inc

Technology
-2.18K
- 9.17%
$88.14 - $106.19 $192K - $232K
21.6K $1.93M
CAR
Avis Budget Group, Inc.

Industrials
-2.36K
- 10.81%
$147.94 - $207.55 $349K - $489K
19.5K $3.12M
ICF
Ishares Tr

ETFs
-11.5K
- 3.62%
$59.57 - $62.89 $685K - $723K
306K $18.9M
AXS
Axis Capital Holdings LTD

Financial Services
-3.88K
- 18.0%
$93.33 - $102.44 $362K - $398K
17.7K $1.69M
PLMR
Palomar Holdings, Inc.

Financial Services
-906
- 7.76%
$112.26 - $148.79 $102K - $135K
10.8K $1.26M
ON
On Semiconductor Corp

Technology
-161
- 0.09%
$46.98 - $62.45 $7.56K - $10.1K
172K $8.47M
MQ
Marqeta, Inc.

Technology
-70.5K
- 23.14%
$5.28 - $6.83 $372K - $482K
234K $1.24M
PRGS
Progress Software Corp

Technology
-2.94K
- 14.5%
$40.98 - $55.52 $120K - $163K
17.3K $760K
CSWI
Csw Industrials, Inc.

Industrials
-1.97K
- 24.31%
$289.31 - $293.0 $571K - $578K
6.14K $1.8M
ADMA
Adma Biologics, Inc.

Healthcare
-17.7K
- 23.61%
$14.66 - $19.91 $260K - $353K
57.3K $839K
ACVA
Acv Auctions Inc.

Consumer Cyclical
-20.9K
- 42.22%
$9.76 - $16.63 $204K - $348K
28.7K $284K
MRNA
Moderna, Inc.

Healthcare
-12.7K
- 11.76%
$23.51 - $34.67 $297K - $439K
94.9K $2.45M
XRX
Xerox Holdings Corp

Technology
-79.2K
- 58.44%
$3.62 - $6.65 $287K - $527K
56.3K $211K
INBK
First Internet Bancorp

Financial Services
-9.92K
- 15.78%
$21.46 - $28.0 $213K - $278K
52.9K $1.19M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-12.2K
- 2.01%
$76.16 - $78.59 $929K - $958K
595K $46.4M
ATKR
Atkore Inc.

Industrials
-5.47K
- 27.89%
$53.85 - $79.64 $294K - $435K
14.1K $886K
NX
Quanex Building Products Corp

Industrials
-18.2K
- 37.56%
$13.49 - $22.47 $246K - $409K
30.3K $430K
HAE
Haemonetics Corp

Healthcare
-4.42K
- 41.95%
$47.67 - $78.17 $211K - $345K
6.12K $298K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-23.5K
- 24.09%
$14.94 - $16.82 $352K - $396K
74.2K $1.11M
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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