Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-3.98K
- 2.52%
$47.11 - $48.77 $188K - $194K
154K $7.47M
VDE
Vanguard Energy ETF

ETFs
-4.65K
- 6.34%
$118.37 - $129.65 $550K - $602K
68.6K $8.64M
IGF
Ishares Global Infrastructure

ETFs
-3.02K
- 6.13%
$58.29 - $61.43 $176K - $186K
46.3K $2.83M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-2.96K
- 31.54%
$35.42 - $38.65 $105K - $114K
6.43K $244K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-904
- 16.33%
$98.52 - $103.93 $89.1K - $94K
4.63K $476K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-3.79K
- 6.98%
$24.11 - $24.94 $91.4K - $94.5K
50.5K $1.26M
NRIX
Nurix Therapeutics, Inc.

Healthcare
-5.38K
- 32.76%
$8.24 - $13.18 $44.3K - $70.8K
11K $101K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-1.79K
- 25.84%
$59.19 - $64.47 $106K - $116K
5.14K $326K
FCBC
First Community Bankshares Inc

Financial Services
-121
- 0.66%
$34.52 - $41.79 $4.18K - $5.06K
18.1K $630K
CQP
Cheniere Energy Partners, L.P.

Energy
-1.28K
- 23.98%
$51.57 - $57.73 $65.9K - $73.7K
4.05K $217K
MFM
Mfs Municipal Income Trust

Financial Services
-20.6K
- 11.45%
$5.04 - $5.38 $104K - $111K
160K $851K
GME
Game Stop Corp.

Consumer Cyclical
-4.59K
- 28.89%
$22.1 - $27.28 $101K - $125K
11.3K $308K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-3.6K
- 27.11%
$21.91 - $22.57 $78.9K - $81.3K
9.68K $217K
THRY
Thryv Holdings, Inc.

Communication Services
-6.18K
- 27.77%
$11.76 - $13.85 $72.7K - $85.6K
16.1K $193K
BV
Bright View Holdings, Inc.

Industrials
-119
- 0.52%
$13.01 - $16.85 $1.55K - $2.01K
22.7K $304K
RCII
Rent A Center Inc De

Industrials
-2.87K
- 11.5%
N/A
22.1K $588K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-3.71K
- 28.5%
$21.15 - $22.45 $78.5K - $83.3K
9.31K $207K
HBAN
Huntington Bancshares Inc

Financial Services
-14.9K
- 4.17%
$15.87 - $17.88 $236K - $266K
343K $5.92M
PSCT
Invesco S&P Smallcap Informati

ETFs
-3.01K
- 23.68%
$44.28 - $53.87 $133K - $162K
9.71K $515K
ORN
Orion Group Holdings Inc

Industrials
-6.55K
- 29.4%
$6.57 - $9.6 $43K - $62.8K
15.7K $130K
FIP
Ftai Infrastructure LLC
-5.29K
- 20.06%
$4.0 - $7.18 $21.1K - $38K
21.1K $91K
SNAP
Snap Inc

Communication Services
-2.59K
- 5.09%
$6.99 - $10.35 $18.1K - $26.8K
48.3K $372K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
-603
- 2.6%
$17.81 - $21.91 $10.7K - $13.2K
22.6K $413K
IEO
Ishares Tr

ETFs
-1.05K
- 14.5%
$86.38 - $95.74 $90.3K - $100K
6.16K $570K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-1.58K
- 18.49%
$44.34 - $45.94 $70.2K - $72.7K
6.98K $318K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-672
- 15.86%
$98.41 - $98.89 $66.1K - $66.5K
3.57K $352K
KXI
Ishares Tr Global Consumer Sta

ETFs
-113
- 0.2%
$63.76 - $67.46 $7.2K - $7.62K
57.7K $3.71M
HRTX
Heron Therapeutics, Inc.

Healthcare
-27K
- 68.5%
$1.21 - $2.23 $32.6K - $60.2K
12.4K $15K
OFC
Corporate Office Properties Trust

Real Estate
-2.67K
- 13.33%
N/A
17.4K $418K
OEF
Ishares S&P 100 ETF

ETFs
-245
- 0.53%
N/A
45.6K $12.1M
DBA
Invesco Db Agriculture Fund

ETFs
-2.68K
- 22.72%
$25.62 - $27.91 $68.7K - $74.9K
9.12K $244K
DIV
Global X Superdividend Us ETF

ETFs
-3.78K
- 23.5%
N/A
12.3K $211K
AVNT
Avient Corp

Basic Materials
-2.34K
- 10.73%
$31.57 - $37.86 $74K - $88.7K
19.5K $642K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.44K
- 23.35%
$25.67 - $27.21 $62.5K - $66.3K
8K $215K
ZIP
Ziprecruiter, Inc.

Industrials
-8.53K
- 28.6%
$3.48 - $5.36 $29.7K - $45.7K
21.3K $89K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-3K
- 17.86%
$19.5 - $19.83 $58.5K - $59.5K
13.8K $271K
FTC
First Tr Lge Cap Growth

ETFs
-727
- 12.0%
$149.47 - $162.84 $109K - $118K
5.33K $856K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.22K
- 2.88%
$50.81 - $51.07 $61.8K - $62.1K
41K $2.09M
CHCO
City Holding CO

Financial Services
-580
- 5.53%
$118.89 - $133.58 $69K - $77.5K
9.91K $1.23M
PID
Invesco Exchange Traded Fd Tr

ETFs
-3.17K
- 2.82%
N/A
109K $1.95M
WTRG
Essential Utilities, Inc.

Utilities
-15K
- 7.62%
$36.73 - $39.9 $552K - $600K
182K $7.28M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-2.23K
- 13.68%
$46.4 - $51.49 $103K - $115K
14.1K $702K
ZEUS
Olympic Steel Inc

Basic Materials
-1.12K
- 10.94%
$30.05 - $35.46 $33.6K - $39.6K
9.09K $276K
MEAR
Blackrock Short Maturity Munic

ETFs
-1.19K
- 4.87%
$50.17 - $50.56 $59.6K - $60.1K
23.2K $1.17M
IXJ
Ishares Global Healthcare ETF

ETFs
-1.81K
- 4.29%
$82.73 - $89.14 $149K - $161K
40.2K $3.57M
MCS
Marcus Corp

Communication Services
-2.1K
- 13.73%
$14.62 - $18.09 $30.6K - $37.9K
13.2K $204K
DOCN
Digital Ocean Holdings, Inc.

Technology
-7.73K
- 20.2%
$25.74 - $37.71 $199K - $291K
30.5K $1.04M
MITK
Mitek Systems Inc

Technology
-4.68K
- 15.52%
$8.8 - $10.55 $41.1K - $49.3K
25.5K $248K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-8.9K
- 24.58%
$4.52 - $6.54 $40.2K - $58.2K
27.3K $133K
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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