Creative Planning Closed Holding Positions

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
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
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
17,340
$37.9 - $51.88 $657K - $900K
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
AOSL
Alpha & Omega Semiconductor LTD

Technology
Q2 2021 Filed on Aug 04, 2021
34,436
$26.68 - $34.97 $919K - $1.2M
Creative Planning
Q2 2021 Filed on Aug 04, 2021
18,840
N/A
SMLP
Summit Midstream Partners, LP

Energy
Q2 2021 Filed on Aug 04, 2021
36,430
$20.83 - $30.38 $759K - $1.11M
SSTK
Shutterstock, Inc.

Communication Services
Q2 2021 Filed on Aug 04, 2021
12,476
$80.0 - $102.84 $998K - $1.28M
Creative Planning
Q2 2021 Filed on Aug 04, 2021
5,030
N/A
SIOX
Sio Gene Therapies Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
56,728
$2.07 - $2.89 $117K - $164K
FURY
Fury Gold Mines LTD

Basic Materials
Q2 2021 Filed on Aug 04, 2021
10,652
$1.19 - $1.46 $12.7K - $15.6K
GTHX
G1 Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
10,609
$19.57 - $26.32 $208K - $279K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
61,270
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
5,974
N/A
VLDR
Velodyne Lidar, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
14,129
$9.2 - $14.89 $130K - $210K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
Q2 2021 Filed on Aug 04, 2021
2,555
$92.49 - $113.55 $236K - $290K
RMO
Romeo Power, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
17,524
$6.61 - $12.8 $116K - $224K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
Q2 2021 Filed on Aug 04, 2021
20,087
$26.14 - $28.15 $525K - $565K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
41,700
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
14,800
N/A
ATHA
Athira Pharma, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
13,255
$10.24 - $20.87 $136K - $277K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
13,600
N/A
GLSI
Greenwich Life Sciences, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
7,351
$31.24 - $53.6 $230K - $394K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
7,035
$41.21 - $49.09 $290K - $345K
ATCO
Atlas Corp.

Financial Services
Q2 2021 Filed on Aug 04, 2021
19,288
$13.28 - $14.51 $256K - $280K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
35,920
N/A
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
Q2 2021 Filed on Aug 04, 2021
21,861
$5.47 - $6.18 $120K - $135K
PXJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 04, 2021
16,665
$15.45 - $21.3 $257K - $355K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
3,495
N/A
FONR
Fonar Corp

Healthcare
Q2 2021 Filed on Aug 04, 2021
27,012
$16.58 - $19.0 $448K - $513K
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