Creative Planning Closed Holding Positions

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RFG
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 04, 2021
2,037
$210.86 - $235.2 $430K - $479K
SESN
Sesen Bio, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
18,700
$2.18 - $4.66 $40.8K - $87.1K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
8,629
N/A
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q2 2021 Filed on Aug 04, 2021
167
$24.13 - $25.01 $4.03K - $4.18K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
127,217
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
10,120
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
10,000
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
66,989
N/A
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q2 2021 Filed on Aug 04, 2021
16,831
$30.41 - $31.66 $512K - $533K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
65,851
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
10,000
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
12,646
N/A
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 04, 2021
1,480
N/A
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q2 2021 Filed on Aug 04, 2021
29,720
$18.22 - $20.56 $541K - $611K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
45,237
$25.79 - $42.11 $1.17M - $1.9M
Creative Planning
Q2 2021 Filed on Aug 04, 2021
9,309
N/A
ACRS
Aclaris Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
17,740
$17.08 - $29.6 $303K - $525K
PAYS
Paysign, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
109,533
$2.89 - $4.59 $317K - $503K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
36,683
N/A
MAXR
Maxar Technologies Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
11,709
$27.95 - $41.29 $327K - $483K
NYMX
Nymox Pharmaceutical Corp

Healthcare
Q2 2021 Filed on Aug 04, 2021
17,880
$1.46 - $2.48 $26.1K - $44.3K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
29,850
N/A
EXTN
Exterran Corp

Energy
Q2 2021 Filed on Aug 04, 2021
28,484
$2.87 - $5.45 $81.7K - $155K
ALTG
Alta Equipment Group Inc.

Industrials
Q2 2021 Filed on Aug 04, 2021
10,000
$12.62 - $15.04 $126K - $150K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
15,000
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
11,797
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
97,880
N/A
CDEV
Centennial Resource Development, Inc.

Energy
Q2 2021 Filed on Aug 04, 2021
58,819
$3.81 - $7.33 $224K - $431K
NAIL
Direxion Shs ETF Tr Daily Home

ETFs
Q2 2021 Filed on Aug 04, 2021
10,821
$69.55 - $110.94 $753K - $1.2M
Creative Planning
Q2 2021 Filed on Aug 04, 2021
12,951
N/A
ROCC
Ranger Oil Corp

Energy
Q2 2021 Filed on Aug 04, 2021
20,624
$12.03 - $25.23 $248K - $520K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
Q2 2021 Filed on Aug 04, 2021
15,014
$20.1 - $26.8 $302K - $402K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
90,000
N/A
EWG
Ishares Msci Germany ETF

ETFs
Q2 2021 Filed on Aug 04, 2021
11,466
$33.95 - $36.48 $389K - $418K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
18,333
N/A
DQ
Daqo New Energy Corp.

Technology
Q2 2021 Filed on Aug 04, 2021
11,520
$56.48 - $91.99 $651K - $1.06M
SSSS
Suro Capital Corp.

Financial Services
Q2 2021 Filed on Aug 04, 2021
10,618
$13.07 - $15.52 $139K - $165K
BIOC
Biocept Inc

Healthcare
Q2 2021 Filed on Aug 04, 2021
11,804
$4.03 - $5.07 $47.6K - $59.8K
LABU
Direxion Daily S&P Biotech Bul

ETFs
Q2 2021 Filed on Aug 04, 2021
7,401
$1113.6 - $1686.8 $8.24M - $12.5M
SHAG
Wisdomtree Yield Enhanced U.S.
Q2 2021 Filed on Aug 04, 2021
4,820
N/A
MDNA
Medicenna Therapeutics Corp.

Healthcare
Q2 2021 Filed on Aug 04, 2021
39,000
$2.97 - $4.28 $116K - $167K
NIU
Niu Technologies

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
37,607
$26.71 - $38.23 $1M - $1.44M
ETON
Eton Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
85,300
$5.71 - $8.85 $487K - $755K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
2,434
N/A
PSTH
Pershing Square Tontine Holdings, Ltd.

Financial Services
Q2 2021 Filed on Aug 04, 2021
38,888
$22.06 - $25.62 $858K - $996K
IDT
Idt Corp

Communication Services
Q2 2021 Filed on Aug 04, 2021
10,537
$21.45 - $41.0 $226K - $432K
PRTS
Car Parts.Com, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
18,747
$14.28 - $20.36 $268K - $382K
UAVS
Ag Eagle Aerial Systems Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
13,920
$4.06 - $8.35 $56.5K - $116K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
18,840
N/A
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