Creative Planning
ADV icon

Creative Planning’s Advantage Solutions ADV Stock Holding History

Creative Planning’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,190
Closed -$83.8K – 3899
2025
Q3 		$83.8K Buy
2,190
+1,412
+181% +$58.7K ﹤0.01% 3699
2025
Q2 		$25.7K Buy
+778
New +$25.6K ﹤0.01% 3579
2025
Q1 		– Sell
-626
Closed -$45.7K – 3463
2024
Q4 		$45.7K Sell
626
-326
-34% -$26.6K ﹤0.01% 3262
2024
Q3 		$81.7K Buy
+952
New +$87.7K ﹤0.01% 3044

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Creative Planning's ADV Position: Q4 2025 in Review

Creative Planning sold out of Advantage Solutions (ADV) in Q4 2025, closing a stake of 2,190 shares — an estimated $83.8K sold.

Creative Planning first reported a position in ADV in Q3 2024 and held it in 4 quarters. The position peaked at $83.8K in Q3 2025. 101 funds tracked by Wall St. Rank hold ADV as of Q4 2025.

  • Creative Planning reported no remaining Advantage Solutions position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 2,190 Advantage Solutions shares in Q4 2025, an estimated $83.8K.
  • Creative Planning first reported a position in Advantage Solutions in Q3 2024 and held it in 4 quarters.
  • Creative Planning's Advantage Solutions position peaked at $83.8K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held Advantage Solutions as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.