Creative Planning
AAEQ

Creative Planning’s Alpha Architect US Equity 2 ETF AAEQ Stock Holding History

Creative Planning’s Portfolio AAEQ Stock Details AAEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$663K Hold
14,259
– – ﹤0.01% 2799
2025
Q4 		$703K Buy
+14,259
New +$708K ﹤0.01% 2564

Other funds holding AAEQ

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $435M AUM 16.48% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $793M AUM 15.45% 1-Year Est. Return

Creative Planning's AAEQ Position: Q1 2026 in Review

Creative Planning held its Alpha Architect US Equity 2 ETF (AAEQ) position steady in Q1 2026 at 14,259 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

Creative Planning first reported a position in AAEQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $703K in Q4 2025. 41 funds tracked by Wall St. Rank hold AAEQ as of Q1 2026.

  • Creative Planning held 14,259 shares of Alpha Architect US Equity 2 ETF worth $663K as of Q1 2026.
  • Creative Planning left its Alpha Architect US Equity 2 ETF share count unchanged in Q1 2026.
  • Alpha Architect US Equity 2 ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2799 holding.
  • Creative Planning first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • Creative Planning's Alpha Architect US Equity 2 ETF position peaked at $703K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.