Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-4.54K
- 10.13%
$84.77 - $103.36 $385K - $469K
40.3K $3.45M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-96
- 2.49%
$415.15 - $489.89 $39.9K - $47K
3.77K $1.6M
WGO
Winnebago Industries Inc

Consumer Cyclical
-12.1K
- 38.55%
$28.84 - $36.79 $350K - $446K
19.3K $647K
LAND
Gladstone Land Corp

Real Estate
-22.6K
- 39.12%
$8.65 - $10.8 $195K - $244K
35.1K $321K
BL
Blackline, Inc.

Technology
-3.88K
- 24.01%
$48.05 - $57.81 $187K - $224K
12.3K $652K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-16.3K
- 2.44%
$26.44 - $27.1 $432K - $443K
653K $17.6M
CNX
Cnx Resources Corp

Energy
-5.34K
- 9.6%
$28.11 - $35.2 $150K - $188K
50.3K $1.61M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-5.4K
- 16.79%
$50.73 - $52.47 $274K - $283K
26.7K $1.4M
MASI
Masimo Corp

Healthcare
-136
- 1.22%
$136.77 - $171.34 $18.6K - $23.3K
11K $1.63M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-4.01K
- 30.6%
$59.5 - $62.99 $238K - $252K
9.09K $569K
IGRO
Ishares Tr International Divid

ETFs
-3.34K
- 14.5%
$75.97 - $80.24 $253K - $268K
19.7K $1.57M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-6.7K
- 4.64%
$52.55 - $54.37 $352K - $364K
137K $7.44M
BOND
Pimco Active Bond Exchange Tra

ETFs
-2.97K
- 11.39%
$90.83 - $93.81 $270K - $279K
23.1K $2.16M
GLRE
Greenlight Capital Re, Ltd.

Financial Services
-10.4K
- 16.92%
$12.4 - $14.47 $130K - $151K
51.3K $646K
AGL
Agilon Health, Inc.

Healthcare
-20.5K
- 11.99%
$0.86 - $2.43 $17.6K - $49.8K
150K $154K
CNHI
Cnh Industrial N.V.

Industrials
-22.6K
- 35.63%
N/A
40.8K $425K
IRT
Independence Realty Trust, Inc.

Real Estate
-6.69K
- 7.04%
$16.35 - $18.11 $109K - $121K
88.4K $1.45M
POST
Post Holdings, Inc.

Consumer Defensive
-2.04K
- 23.7%
$102.36 - $114.04 $209K - $232K
6.56K $705K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
-11.6K
- 9.19%
$20.18 - $20.7 $233K - $239K
114K $2.35M
NCR
Ncr Corp

Technology
-14.2K
- 12.49%
N/A
99.3K $1.56M
PCT
Pure Cycle Technologies, Inc.

Industrials
-15.6K
- 54.07%
$12.21 - $16.92 $191K - $265K
13.3K $174K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-6.51K
- 13.95%
$47.63 - $50.52 $310K - $329K
40.2K $2.02M
VSH
Vishay Intertechnology Inc

Technology
-10.1K
- 8.63%
$13.76 - $17.88 $138K - $180K
106K $1.63M
PBP
Invesco Exchange Traded Fd Tr

ETFs
-12.2K
- 6.27%
$21.75 - $22.26 $266K - $272K
182K $4.04M
YELP
Yelp Inc

Communication Services
-3K
- 7.42%
$30.48 - $35.26 $91.5K - $106K
37.5K $1.17M
VGLT
Vanguard Long Term Treasury Et

ETFs
-4.01K
- 27.6%
$54.21 - $57.41 $218K - $230K
10.5K $598K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4.31K
- 6.65%
$50.82 - $51.09 $219K - $220K
60.4K $3.09M
RC
Ready Capital Corp

Real Estate
-18K
- 6.23%
$3.71 - $4.66 $66.8K - $83.9K
271K $1.05M
ALG
Alamo Group Inc

Industrials
-380
- 7.46%
$190.43 - $232.42 $72.4K - $88.3K
4.71K $899K
FIZZ
National Beverage Corp

Consumer Defensive
-2.67K
- 14.97%
$36.54 - $47.69 $97.6K - $127K
15.2K $559K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-17.7K
- 6.44%
$10.03 - $10.4 $178K - $184K
257K $2.61M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.01K
- 4.26%
$86.07 - $90.74 $173K - $183K
45.2K $4.05M
ONON
On Holding Ag

Consumer Cyclical
-594
- 3.21%
$42.35 - $54.36 $25.2K - $32.3K
17.9K $759K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-10.8K
- 7.51%
$19.49 - $19.61 $210K - $211K
133K $2.59M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-10.9K
- 7.09%
$19.61 - $19.79 $213K - $215K
142K $2.81M
ESRT
Empire State Realty Trust, Inc.

Real Estate
-23.5K
- 50.59%
$7.15 - $8.32 $168K - $196K
23K $176K
NEAR
Blackrock Short Maturity Bond

ETFs
-3.93K
- 26.94%
$50.8 - $51.32 $199K - $202K
10.7K $546K
CTS
Cts Corp

Technology
-2.49K
- 6.9%
$38.41 - $44.62 $95.8K - $111K
33.7K $1.34M
EQBK
Equity Bancshares Inc

Financial Services
-5.63K
- 5.4%
N/A
98.6K $3.44M
LSTR
Landstar System Inc

Industrials
-111
- 1.0%
$120.68 - $146.55 $13.4K - $16.3K
10.9K $1.34M
VLN
Valens Semiconductor Ltd.

Technology
-69.1K
- 85.34%
$1.79 - $3.12 $124K - $216K
11.9K $21K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-4.13K
- 24.71%
$55.81 - $60.32 $230K - $249K
12.6K $746K
HIMX
Himax Technologies, Inc.

Technology
-20.4K
- 37.0%
$7.16 - $9.76 $146K - $199K
34.7K $306K
HNST
Honest Company, Inc.

Consumer Cyclical
-23.7K
- 36.53%
$3.66 - $5.15 $86.8K - $122K
41.2K $151K
CTLP
Cantaloupe, Inc.

Technology
-15.3K
- 54.2%
$10.55 - $11.11 $161K - $170K
12.9K $136K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-4.47K
- 10.71%
$74.73 - $80.82 $334K - $361K
37.2K $2.96M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-3.57K
- 26.58%
$49.05 - $49.99 $175K - $178K
9.86K $490K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2K
- 0.87%
$100.16 - $100.7 $200K - $201K
227K $22.9M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-3.08K
- 19.48%
$20.56 - $31.65 $63.3K - $97.5K
12.7K $268K
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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