Creative Planning
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Creative Planning’s Applied Optoelectronics AAOI Stock Holding History

Creative Planning’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10,000
Closed -$108K – 1902
2017
Q3 		$108K Buy
10,000
+8,200
+456% +$580K ﹤0.01% 1705
2017
Q2 		$23K Buy
+1,800
New +$105K ﹤0.01% 3078

Other funds holding AAOI

Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
ShariaPortfolio
ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return
Global Trust Asset Management
Global Trust Asset Management West Palm Beach, Florida $321M AUM 60.77% 1-Year Est. Return
Leonteq Securities AG
Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

Creative Planning's AAOI Position: Q3 2026 in Review

Creative Planning reduced its Applied Optoelectronics (AAOI) stake by 40% in Q3 2026, selling an estimated $1.98M and leaving 26,850 shares worth $2.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Creative Planning first reported a position in AAOI in Q3 2015 and has held it in 15 quarters since. The position peaked at $6.59M in Q2 2026. 129 funds tracked by Wall St. Rank hold AAOI as of Q3 2026.

  • Creative Planning held 26,850 shares of Applied Optoelectronics worth $2.67M as of Q3 2026.
  • Creative Planning sold 17,656 Applied Optoelectronics shares in Q3 2026, an estimated $1.98M.
  • Applied Optoelectronics made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #1974 holding.
  • Creative Planning first reported a position in Applied Optoelectronics in Q3 2015 and has held it in 15 quarters since.
  • Creative Planning's Applied Optoelectronics position peaked at $6.59M in Q2 2026.
  • 129 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.