Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GNL
Global Net Lease, Inc.

Real Estate
-9.79K
- 18.56%
$6.85 - $8.33 $67K - $81.5K
42.9K $349K
IYG
Ishares Tr

ETFs
-1.61K
- 6.81%
$85.16 - $90.57 $137K - $146K
22K $1.98M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-2.09K
- 18.61%
$23.03 - $23.12 $48.1K - $48.3K
9.14K $210K
LI
Li Auto Inc.

Consumer Cyclical
-573
- 3.03%
$22.6 - $31.8 $12.9K - $18.2K
18.3K $464K
GDRX
Good Rx Holdings, Inc.

Healthcare
-7.7K
- 41.18%
$3.47 - $5.12 $26.7K - $39.4K
11K $46K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-6.65K
- 6.8%
N/A
91.1K $648K
OTTR
Otter Tail Corp

Utilities
-981
- 14.03%
$75.29 - $85.97 $73.9K - $84.3K
6.01K $492K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-2.07K
- 16.49%
$23.09 - $23.43 $47.9K - $48.6K
10.5K $245K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
-24.6K
- 52.36%
$3.74 - $8.87 $92.1K - $218K
22.4K $198K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-2.55K
- 5.03%
$28.42 - $30.45 $72.6K - $77.8K
48.3K $1.42M
NAVI
Navient Corp

Financial Services
-262
- 0.62%
$12.41 - $15.59 $3.25K - $4.08K
42.1K $553K
LSF
Laird Superfood, Inc.

Consumer Defensive
-1K
- 1.93%
$5.58 - $7.48 $5.58K - $7.48K
50.9K $283K
GTY
Getty Realty Corp

Real Estate
-828
- 3.32%
$26.45 - $28.87 $21.9K - $23.9K
24.1K $647K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-491
- 2.68%
$49.34 - $53.96 $24.2K - $26.5K
17.8K $931K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-800
- 10.75%
$115.87 - $125.42 $92.7K - $100K
6.65K $833K
XPEL
Xpel, Inc.

Consumer Cyclical
-362
- 3.52%
$31.49 - $39.34 $11.4K - $14.2K
9.91K $327K
INMD
In Mode Ltd.

Healthcare
-3.22K
- 16.93%
$13.66 - $15.36 $44K - $49.5K
15.8K $235K
HYG
Ishares Tr

ETFs
-529
- 5.63%
$79.85 - $81.32 $42.2K - $43K
8.86K $719K
SLG
Sl Green Realty Corp

Real Estate
-401
- 5.9%
$52.04 - $65.67 $20.9K - $26.3K
6.4K $382K
YORW
York Water CO

Utilities
-592
- 3.49%
$30.13 - $32.4 $17.8K - $19.2K
16.4K $498K
MOFG
Mid West One Financial Group, Inc.

Financial Services
-885
- 3.32%
$26.73 - $30.69 $23.7K - $27.2K
25.8K $728K
GPRE
Green Plains Inc.

Basic Materials
-17.6K
- 41.04%
$6.23 - $11.15 $110K - $197K
25.3K $222K
CRSR
Corsair Gaming, Inc.

Technology
-1.14K
- 2.19%
$8.2 - $9.76 $9.36K - $11.1K
50.9K $454K
USRT
Ishares Core U.S. Reit ETF

ETFs
-5.38K
- 4.16%
$55.64 - $59.37 $300K - $320K
124K $7.29M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-618
- 13.46%
$79.58 - $83.45 $49.2K - $51.6K
3.97K $330K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-314
- 0.9%
$18.41 - $20.12 $5.78K - $6.32K
34.8K $640K
DNL
Wiswisdomtree Tr

ETFs
-900
- 6.67%
$38.31 - $41.06 $34.5K - $37K
12.6K $509K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
-1.31K
- 2.71%
$28.34 - $28.67 $37.2K - $37.6K
47.2K $1.35M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-58
- 0.39%
$122.0 - $138.74 $7.08K - $8.05K
15K $1.9M
IMXI
International Money Express, Inc.

Technology
-9.94K
- 36.81%
$8.71 - $14.9 $86.6K - $148K
17.1K $238K
UTZ
Utz Brands, Inc.

Consumer Defensive
-1.11K
- 2.14%
$11.85 - $14.49 $13.2K - $16.1K
51K $619K
CION
Cion Investment Corp

Financial Services
-3.25K
- 13.59%
$9.48 - $10.86 $30.8K - $35.3K
20.7K $195K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-2.55K
- 16.18%
$21.0 - $23.0 $53.5K - $58.6K
13.2K $303K
IBRX
Immunity Bio, Inc.

Healthcare
-8.89K
- 14.32%
$2.24 - $3.01 $19.9K - $26.7K
53.1K $130K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-88
- 1.18%
$406.1 - $488.25 $35.7K - $43K
7.36K $3.22M
CMP
Compass Minerals International Inc

Basic Materials
-539
- 2.12%
$17.93 - $22.44 $9.66K - $12.1K
24.9K $477K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-1.64K
- 6.63%
$23.6 - $24.47 $38.7K - $40.1K
23.1K $564K
EMLP
First Tr Exchange Traded Iv

ETFs
-1K
- 9.55%
$36.99 - $38.38 $37.1K - $38.5K
9.51K $363K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-506
- 6.41%
$236.6 - $253.9 $120K - $128K
7.39K $1.85M
GLBE
Global E Online Ltd.

Consumer Cyclical
-1.64K
- 11.77%
$30.6 - $37.65 $50.2K - $61.7K
12.3K $439K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-1.03K
- 6.97%
$113.73 - $121.28 $117K - $124K
13.7K $1.63M
NNDM
Nano Dimension Ltd.

Technology
-15.9K
- 41.55%
$1.33 - $1.61 $21.2K - $25.7K
22.4K $35K
TEF
Telefonica S A

Communication Services
-1.03K
- 0.7%
$5.01 - $5.71 $5.16K - $5.88K
146K $739K
IBDV
Ishares Tr

Technology
-1.3K
- 9.56%
$21.75 - $22.22 $28.3K - $28.9K
12.3K $272K
OCGN
Ocugen, Inc.

Healthcare
-40.4K
- 68.39%
$0.92 - $1.66 $37.2K - $67.1K
18.7K $30K
GERN
Geron Corp

Healthcare
-8.84K
- 2.47%
$1.1 - $1.47 $9.72K - $13K
349K $477K
AAXJ
Ishares Msci All Country Asia

ETFs
-650
- 16.68%
$82.05 - $91.87 $53.3K - $59.7K
3.25K $296K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
-792
- 14.13%
$43.76 - $46.12 $34.7K - $36.5K
4.81K $221K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-530
- 1.29%
$50.47 - $50.74 $26.7K - $26.9K
40.6K $2.06M
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email