Creative Planning’s Altus Power, Inc. AMPS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-35,051	Closed	-$174K	–	3728
2025 Q1	$174K	Buy	35,051 +17,801	+103%	+$88.1K	﹤0.01%	3114
2024 Q4	$70.2K	Buy	+17,250	New	+$70.2K	﹤0.01%	3194