Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SSP
E.W. Scripps CO

Communication Services
-591
- 1.19%
$2.46 - $4.15 $1.45K - $2.45K
48.9K $120K
IYT
Ishares Tr U.S. Transportation

ETFs
-1.44K
- 5.75%
$66.62 - $72.7 $96.2K - $105K
23.7K $1.7M
WEX
Wex Inc.

Technology
-365
- 11.79%
$149.2 - $176.26 $54.5K - $64.3K
2.73K $430K
OXM
Oxford Industries Inc

Consumer Cyclical
-665
- 4.9%
$36.97 - $51.58 $24.6K - $34.3K
12.9K $523K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-445
- 4.95%
$50.37 - $50.7 $22.4K - $22.6K
8.54K $432K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.06K
- 5.9%
$20.84 - $21.03 $22.1K - $22.3K
16.9K $354K
ALT
Altimmune, Inc.

Healthcare
-4.79K
- 11.63%
$3.38 - $4.76 $16.2K - $22.8K
36.4K $137K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-10.9K
- 8.86%
$9.44 - $10.23 $103K - $112K
112K $1.14M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-714
- 8.62%
$37.98 - $39.81 $27.1K - $28.4K
7.57K $294K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.21K
- 1.26%
$109.11 - $111.88 $132K - $135K
95.1K $10.6M
NCNO
N Cino, Inc.

Technology
-78
- 0.38%
$26.19 - $32.69 $2.04K - $2.55K
20.2K $548K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
-3.22K
- 11.14%
$10.68 - $11.59 $34.4K - $37.3K
25.7K $297K
CVAC
Cure Vac N.V.

Healthcare
-2.98K
- 6.32%
$5.34 - $5.51 $15.9K - $16.4K
44.1K $237K
MOMO
Hello Group Inc.

Communication Services
-697
- 5.61%
$7.33 - $9.12 $5.11K - $6.36K
11.7K $86K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-309
- 9.2%
N/A
3.05K $173K
RGEN
Repligen Corp

Healthcare
-435
- 9.8%
$111.43 - $134.0 $48.5K - $58.3K
4.01K $535K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-569
- 11.82%
$54.01 - $60.18 $30.7K - $34.2K
4.24K $254K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-3.47K
- 9.82%
$8.57 - $9.09 $29.7K - $31.5K
31.8K $288K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-465
- 6.09%
$61.4 - $65.41 $28.6K - $30.4K
7.17K $460K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-2.31K
- 12.14%
$8.46 - $9.02 $19.6K - $20.8K
16.7K $150K
SJT
San Juan Basin Royalty Trust

Energy
-3.1K
- 5.54%
$5.62 - $6.24 $17.4K - $19.3K
52.9K $319K
VNLA
Janus Henderson Short Duration

ETFs
-481
- 0.48%
$48.99 - $49.29 $23.6K - $23.7K
101K $4.96M
ERIC
Ericsson Lm Telephone CO

Technology
-1.12K
- 4.81%
$7.2 - $8.55 $8.06K - $9.58K
22.2K $183K
WTI
W&T Offshore Inc

Energy
-10.8K
- 25.21%
$1.65 - $2.06 $17.8K - $22.3K
32.1K $58K
STLG
Ishares Factors Us Growth Styl

ETFs
-245
- 4.08%
N/A
5.76K $289K
BFLY
Butterfly Network, Inc.

Healthcare
-5.43K
- 21.05%
$1.33 - $2.17 $7.22K - $11.8K
20.4K $39K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
-83
- 0.31%
$8.96 - $9.64 $744 - $800
26.8K $242K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-1.94K
- 4.21%
$15.5 - $16.01 $30.1K - $31.1K
44.2K $702K
RBBN
Ribbon Communications Inc.

Communication Services
-1.68K
- 6.81%
$3.58 - $4.25 $6K - $7.12K
22.9K $87K
BSM
Black Stone Minerals, L.P.

Energy
-863
- 6.31%
$11.92 - $13.41 $10.3K - $11.6K
12.8K $168K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-2.31K
- 4.8%
$63.88 - $69.11 $147K - $159K
45.7K $3.1M
ILCV
Ishares Morningstar Value ETF

ETFs
-487
- 9.54%
$82.86 - $90.02 $40.4K - $43.8K
4.62K $415K
DNLI
Denali Therapeutics Inc.

Healthcare
-2.84K
- 4.93%
$12.75 - $15.65 $36.3K - $44.5K
54.8K $796K
ALLO
Allogene Therapeutics, Inc.

Healthcare
-13.1K
- 19.65%
$1.03 - $1.66 $13.5K - $21.8K
53.6K $66K
CTSO
Cytosorbents Corp

Healthcare
-660
- 2.98%
$0.84 - $1.28 $554 - $845
21.5K $19K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-137
- 0.95%
$59.81 - $60.11 $8.19K - $8.24K
14.4K $859K
FORM
Formfactor Inc

Technology
-1.97K
- 6.16%
$27.62 - $37.7 $54.4K - $74.2K
30K $1.09M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.13K
- 1.36%
$85.01 - $90.35 $96.4K - $102K
82.2K $7.34M
AIVI
Kemiao Garment Holding Group

ETFs
-300
- 5.44%
$47.8 - $51.29 $14.3K - $15.4K
5.21K $258K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-469
- 2.12%
$25.83 - $26.47 $12.1K - $12.4K
21.7K $569K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
-4.23K
- 7.07%
$5.71 - $6.25 $24.2K - $26.5K
55.7K $347K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-661
- 1.7%
$12.09 - $12.69 $7.99K - $8.39K
38.3K $477K
NAK
Northern Dynasty Minerals LTD

Basic Materials
-1.21K
- 4.35%
$0.75 - $2.3 $909 - $2.79K
26.7K $31K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-330
- 3.59%
$28.95 - $29.73 $9.55K - $9.81K
8.87K $263K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-1K
- 1.36%
$2.08 - $2.15 $2.08K - $2.15K
72.4K $150K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-10K
- 8.07%
$54.35 - $59.32 $543K - $593K
114K $6.74M
KODK
Eastman Kodak CO

Industrials
-6.91K
- 13.27%
$5.43 - $7.46 $37.5K - $51.6K
45.2K $289K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
-1.4K
- 18.6%
$27.54 - $32.98 $38.6K - $46.2K
6.13K $202K
SENS
Senseonics Holdings, Inc.

Healthcare
-1.64K
- 1.38%
$0.43 - $0.58 $703 - $948
117K $51K
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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