Creative Planning
AD

Creative Planning’s Array Digital Infrastructure AD Stock Holding History

Creative Planning’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$322K Buy
6,979
+83
+1% +$4.14K ﹤0.01% 3370
2025
Q4 		$370K Sell
6,896
-1,478
-18% -$72.9K ﹤0.01% 3094
2025
Q3 		$419K Buy
8,374
+389
+5% +$24.2K ﹤0.01% 2867
2025
Q2 		$511K Buy
7,985
+1,424
+22% +$90.5K ﹤0.01% 2456
2025
Q1 		$454K Sell
6,561
-714
-10% -$46.2K ﹤0.01% 2363
2024
Q4 		$456K Buy
7,275
+37
+0.5% +$2.26K ﹤0.01% 2310
2024
Q3 		$396K Buy
7,238
+800
+12% +$43.8K ﹤0.01% 2302
2024
Q2 		$359K Buy
6,438
+118
+2% +$5.2K ﹤0.01% 2209
2024
Q1 		$231K Sell
6,320
-88
-1% -$3.44K ﹤0.01% 2462
2023
Q4 		$266K Buy
6,408
+1,556
+32% +$65.9K ﹤0.01% 2181
2023
Q3 		$208K Buy
+4,852
New +$157K ﹤0.01% 2211
2015
Q1 		– Sell
-11
Closed – – 4420
2014
Q4 		$0 Buy
+11
New +$403 ﹤0.01% 4361

Other funds holding AD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM