Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TRUP
Trupanion, Inc.

Financial Services
-329
- 2.63%
$42.41 - $54.1 $14K - $17.8K
12.2K $527K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-17.1K
- 8.56%
$8.88 - $9.09 $152K - $156K
183K $1.65M
BALL
Ball Corp

Consumer Cyclical
-24
- 0.08%
$48.47 - $59.71 $1.16K - $1.43K
28.4K $1.43M
SWX
Southwest Gas Holdings, Inc.

Utilities
-2.97K
- 15.87%
$72.88 - $79.93 $216K - $237K
15.7K $1.23M
CGEM
Cullinan Oncology, Inc.

Healthcare
-14.3K
- 34.39%
$5.93 - $8.34 $85.1K - $120K
27.4K $162K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-3.68K
- 15.31%
$43.36 - $44.8 $160K - $165K
20.4K $904K
EBND
Spdr Bloomberg Emerging Market

ETFs
-7.02K
- 28.42%
$20.95 - $21.57 $147K - $151K
17.7K $377K
TGTX
Tg Therapeutics, Inc.

Healthcare
-4.45K
- 5.5%
$26.39 - $39.19 $117K - $174K
76.3K $2.76M
FSMO
Fidelity Covington Tr

ETFs
-5.64K
- 25.77%
N/A
16.3K $427K
SLM
Slm Corp

Financial Services
-1.54K
- 7.57%
$27.68 - $34.4 $42.7K - $53.1K
18.8K $521K
PUBM
Pub Matic, Inc.

Technology
-6.46K
- 29.89%
$7.82 - $13.67 $50.5K - $88.3K
15.2K $125K
ISCG
Ishares Morningstar Small Cap

ETFs
-4.97K
- 17.55%
$49.84 - $55.14 $248K - $274K
23.4K $1.27M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-3.31K
- 17.86%
$97.65 - $111.15 $323K - $367K
15.2K $1.67M
ALKT
Alkami Technology, Inc.

Technology
-2.24K
- 14.78%
$20.12 - $30.64 $45.1K - $68.8K
12.9K $321K
SMMT
Summit Therapeutics Inc.

Healthcare
-5.9K
- 27.58%
$17.61 - $30.02 $104K - $177K
15.5K $321K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-15.8K
- 20.83%
$10.08 - $10.96 $159K - $173K
60.1K $651K
NEXT
Next Decade Corp.

Energy
-6.63K
- 16.71%
$6.45 - $12.0 $42.8K - $79.5K
33K $224K
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
-2.24K
- 11.01%
$95.25 - $101.47 $213K - $227K
18.1K $1.82M
ESAB
Esab Corp

Industrials
-786
- 19.27%
$108.14 - $134.17 $85K - $105K
3.29K $367K
TALK
Talkspace, Inc.

Healthcare
-44.5K
- 54.99%
$2.27 - $2.8 $101K - $125K
36.4K $100K
CSAN
Cosan S.A.

Energy
-22.3K
- 48.59%
$3.81 - $5.95 $85K - $133K
23.6K $108K
MGEE
Mge Energy Inc

Utilities
-938
- 9.59%
$83.0 - $90.05 $77.9K - $84.5K
8.84K $743K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
-14.8K
- 17.1%
$4.73 - $8.22 $70.2K - $122K
71.9K $468K
FOUR
Shift4 Payments, Inc.

Technology
-231
- 4.93%
$77.4 - $106.81 $17.9K - $24.7K
4.45K $344K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-4.45K
- 23.56%
$26.71 - $26.81 $119K - $119K
14.4K $386K
AUR
Aurora Innovation, Inc.

Technology
-26.5K
- 16.57%
$5.05 - $6.56 $134K - $174K
134K $720K
RDW
Redwire Corp

Industrials
-2.38K
- 18.85%
$7.87 - $19.41 $18.8K - $46.3K
10.3K $89K
AVK
Advent Convertible & Income Fund

Financial Services
-17.7K
- 11.08%
$12.06 - $12.79 $213K - $226K
142K $1.81M
USA
Liberty All Star Equity Fund

Financial Services
-11.7K
- 14.45%
$6.34 - $6.94 $74.1K - $81.1K
69.2K $438K
FTA
First Tr Large Cap Value

ETFs
-3.76K
- 8.67%
$78.13 - $83.78 $293K - $315K
39.6K $3.3M
FLMI
Franklin Dynamic Municipal Bon

ETFs
-4.79K
- 28.87%
$23.96 - $24.81 $115K - $119K
11.8K $292K
IAC
Iac/Inter Active Corp

Communication Services
-2.12K
- 18.24%
$34.01 - $41.67 $72.1K - $88.3K
9.5K $323K
GFL
Gfl Environmental Inc.

Industrials
-246
- 0.79%
$45.97 - $51.03 $11.3K - $12.6K
30.9K $1.47M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.64K
- 28.22%
$67.48 - $71.55 $111K - $117K
4.17K $295K
FINV
Fin Volution Group

Financial Services
-145
- 0.29%
$7.37 - $10.6 $1.07K - $1.54K
50.7K $373K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.4K
- 10.22%
$47.76 - $48.46 $115K - $116K
21.1K $1.02M
CNM
Core & Main, Inc.

Industrials
-484
- 3.9%
$48.56 - $66.98 $23.5K - $32.4K
11.9K $641K
REET
Ishares Global Reit ETF

ETFs
-12.4K
- 5.06%
$24.45 - $25.91 $303K - $321K
233K $5.95M
SMG
Scotts Miracle Gro CO

Basic Materials
-40
- 0.35%
$55.82 - $70.08 $2.23K - $2.8K
11.3K $641K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-10.6K
- 5.69%
$107.27 - $113.94 $1.14M - $1.21M
176K $20M
TBK
Triumph Bancorp, Inc.

Financial Services
-1.58K
- 12.0%
N/A
11.6K $745K
OI
O I Glass, Inc.

Consumer Cyclical
-849
- 1.67%
$12.47 - $15.8 $10.6K - $13.4K
50.1K $649K
USPH
U S Physical Therapy Inc

Healthcare
-2K
- 19.59%
$69.98 - $88.52 $140K - $177K
8.22K $698K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-2.64K
- 4.87%
$46.37 - $47.77 $122K - $126K
51.6K $2.45M
AGI
Alamos Gold Inc

Basic Materials
-12.7K
- 30.63%
$24.3 - $34.86 $308K - $441K
28.7K $999K
PGRE
Paramount Group, Inc.

Real Estate
-19.5K
- 29.48%
$6.03 - $7.55 $117K - $147K
46.5K $304K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-2K
- 1.4%
$50.53 - $50.82 $101K - $101K
140K $7.12M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-6.78K
- 14.18%
$48.04 - $60.86 $326K - $413K
41K $2.38M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-9.24K
- 26.21%
$9.11 - $10.03 $84.1K - $92.6K
26K $236K
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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