Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NNOX
Nano X Imaging Ltd.

Healthcare
-87.6K
- 82.37%
$3.69 - $5.47 $323K - $479K
18.7K $69K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-9.85K
- 9.64%
$81.55 - $85.33 $803K - $840K
92.3K $7.85M
PHI
Pldt Inc.

Communication Services
-12.8K
- 17.58%
$18.7 - $23.39 $239K - $299K
59.9K $1.12M
AKRO
Akero Therapeutics, Inc.

Healthcare
-3.99K
- 9.0%
$42.18 - $54.33 $168K - $217K
40.3K $1.92M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-19.4K
- 21.99%
$22.84 - $22.95 $443K - $445K
68.8K $1.58M
AIZ
Assurant, Inc.

Financial Services
-2.83K
- 31.29%
$184.56 - $218.69 $523K - $620K
6.22K $1.35M
TECK
Teck Resources LTD

Basic Materials
-17.7K
- 17.76%
$31.27 - $44.1 $554K - $781K
82K $3.6M
EVH
Evolent Health, Inc.

Healthcare
-12K
- 10.81%
$8.38 - $11.79 $100K - $141K
98.8K $836K
FRSH
Freshworks Inc.

Technology
-12.3K
- 14.61%
$11.77 - $15.36 $145K - $189K
72.1K $848K
KOS
Kosmos Energy Ltd.

Energy
-213K
- 24.91%
$1.62 - $2.39 $346K - $510K
644K $1.07M
RGR
Sturm Ruger & CO Inc

Industrials
-9.52K
- 23.42%
N/A
31.1K $1.29M
AOA
Ishares Tr Core Aggressive All

ETFs
-5.45K
- 28.97%
$82.71 - $88.14 $450K - $480K
13.4K $1.18M
VVR
Invesco Senior Income Trust

Financial Services
-65.2K
- 13.49%
$3.39 - $3.83 $221K - $250K
418K $1.45M
LMB
Limbach Holdings, Inc.

Industrials
-1.28K
- 20.94%
$93.01 - $149.53 $119K - $192K
4.84K $468K
VEL
Velocity Financial, Inc.

Financial Services
-19.8K
- 29.44%
$16.33 - $19.19 $323K - $380K
47.4K $860K
ALKS
Alkermes Plc.

Healthcare
-16.4K
- 20.95%
$26.13 - $30.46 $429K - $500K
62K $1.86M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.42K
- 1.92%
N/A
225K $19.3M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-9.15K
- 29.2%
$83.08 - $100.2 $760K - $917K
22.2K $2.22M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-1.74K
- 20.34%
$220.33 - $265.97 $382K - $462K
6.8K $1.66M
IRDM
Iridium Communications Inc.

Communication Services
-1.38K
- 5.05%
$17.28 - $32.43 $23.8K - $44.7K
25.9K $452K
PCEF
Invesco Cef Income Composite E

ETFs
-19.9K
- 32.98%
$19.5 - $20.24 $387K - $402K
40.4K $805K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-7.33K
- 14.43%
$50.52 - $50.75 $370K - $372K
43.4K $2.2M
EFSC
Enterprise Financial Services Corp

Financial Services
-9.62K
- 14.67%
$53.81 - $61.68 $518K - $593K
56K $3.25M
PKI
Perkinelmer Inc

Healthcare
-3.05K
- 15.46%
N/A
16.7K $2.02M
FITB
Fifth Third Bancorp

Financial Services
-32.9K
- 10.24%
$40.91 - $46.28 $1.35M - $1.52M
289K $12.9M
FFBC
First Financial Bancorp

Financial Services
-18.2K
- 18.22%
$23.55 - $26.79 $428K - $487K
81.5K $2.06M
COTY
Coty Inc.

Consumer Defensive
-70.3K
- 58.65%
$3.69 - $5.15 $259K - $362K
49.6K $200K
SJW
Sjw Group

Utilities
-6.85K
- 56.75%
N/A
5.22K $270K
GDS
Gds Holdings LTD

Technology
-19.7K
- 39.2%
$29.47 - $42.07 $580K - $828K
30.5K $1.18M
DVAX
Dynavax Technologies Corp

Healthcare
-34.6K
- 30.62%
$9.36 - $11.36 $324K - $393K
78.5K $779K
JD
Jd.Com, Inc.

Consumer Cyclical
-34.9K
- 9.22%
$30.39 - $35.64 $1.06M - $1.24M
343K $12M
FVD
First Tr Value Line Divid Inde

ETFs
-10.8K
- 10.04%
$44.73 - $46.86 $481K - $504K
96.3K $4.45M
SNY
Sanofi

Healthcare
-1.73K
- 0.79%
$45.07 - $51.35 $77.7K - $88.6K
218K $10.3M
ALRM
Alarm.Com Holdings, Inc.

Technology
-4.93K
- 28.14%
$51.29 - $59.16 $253K - $292K
12.6K $668K
AVY
Avery Dennison Corp

Industrials
-417
- 2.18%
$158.71 - $184.63 $66.2K - $77K
18.7K $3.04M
GFS
Globalfoundries Inc.

Technology
-6.65K
- 22.23%
$31.62 - $41.66 $210K - $277K
23.3K $833K
IEF
Ishares Barclays

ETFs
-5.25K
- 1.82%
$93.91 - $97.26 $493K - $511K
283K $27.3M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-28.8K
- 13.75%
$12.9 - $13.59 $371K - $391K
180K $2.42M
GAMB
Gambling.Com Group LTD

Consumer Cyclical
-7.71K
- 12.27%
$7.95 - $12.16 $61.3K - $93.8K
55.1K $457K
CRK
Comstock Resources Inc

Energy
-7.37K
- 40.78%
$15.03 - $25.26 $111K - $186K
10.7K $212K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-32.8K
- 13.93%
$12.46 - $13.22 $409K - $434K
203K $2.64M
OLED
Universal Display Corp Pa

Technology
-465
- 2.34%
$134.16 - $161.44 $62.4K - $75.1K
19.4K $2.78M
ATI
Allegheny Technologies Inc

Industrials
-2.07K
- 9.15%
$71.34 - $95.52 $148K - $198K
20.6K $1.67M
BAND
Bandwidth Inc.

Technology
-18.3K
- 58.8%
$13.1 - $18.29 $240K - $335K
12.9K $214K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-5.69K
- 57.73%
$49.09 - $50.58 $279K - $288K
4.17K $210K
PAYC
Paycom Software, Inc.

Technology
-54
- 0.47%
$208.14 - $238.8 $11.2K - $12.9K
11.4K $2.37M
FTCS
First Trust Capital Strength E

ETFs
-5.27K
- 6.58%
$89.72 - $93.74 $473K - $494K
74.8K $7.01M
BYRN
Byrna Technologies Inc.

Industrials
-3.6K
- 16.35%
$18.94 - $33.56 $68.3K - $121K
18.4K $411K
AKBA
Akebia Therapeutics, Inc.

Healthcare
-835
- 0.29%
$2.7 - $4.01 $2.25K - $3.35K
282K $762K
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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