Creative Planning’s Altus Power AMPS Stock Holding History

Creative Planning’s Portfolio AMPS Stock Details AMPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-35,051	Closed	-$174K	–	3819
2025 Q1	$174K	Buy	35,051 +17,801	+103%	+$80.9K	﹤0.01%	3123
2024 Q4	$70.2K	Buy	+17,250	New	+$63.1K	﹤0.01%	3206

Other funds holding AMPS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's AMPS Position: Q2 2025 in Review

Creative Planning sold out of Altus Power (AMPS) in Q2 2025, closing a stake of 35,051 shares — an estimated $174K sold.

Creative Planning first reported a position in AMPS in Q4 2024 and held it in 2 quarters. The position peaked at $174K in Q1 2025. 1 fund tracked by Wall St. Rank holds AMPS as of Q2 2025.

Creative Planning reported no remaining Altus Power position as of Q2 2025 after selling out during the quarter.
Creative Planning sold 35,051 Altus Power shares in Q2 2025, an estimated $174K.
Creative Planning first reported a position in Altus Power in Q4 2024 and held it in 2 quarters.
Creative Planning's Altus Power position peaked at $174K in Q1 2025.
1 fund tracked by Wall St. Rank held Altus Power as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.