Creative Planning’s Aqua Metals AQMS Stock Holding History

Creative Planning’s Portfolio AQMS Stock Details AQMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-354	Closed	-$13.2K	–	3589
2024 Q3	$13.2K	Sell	354 -1	-0.3%	-$52	﹤0.01%	3163
2024 Q2	$22.7K	Buy	355 +26	+8%	+$2.38K	﹤0.01%	2981
2024 Q1	$35.4K	Sell	329 -1	-0.3%	-$112	﹤0.01%	2807
2023 Q4	$50.1K	Buy	330 +1	+0.3%	+$178	﹤0.01%	2647
2023 Q3	$74.4K	Hold	329	–	–	﹤0.01%	2433
2023 Q2	$77K	Buy	329 +73	+29%	+$15.9K	﹤0.01%	2390
2023 Q1	$51.2K	Buy	256 +155	+153%	+$36.2K	﹤0.01%	2341
2022 Q4	$25.4K	Hold	101	–	–	﹤0.01%	2301
2022 Q3	$15K	Hold	101	–	–	﹤0.01%	2198
2022 Q2	$16K	Sell	101 -8	-7%	-$1.57K	﹤0.01%	2159
2022 Q1	$33K	Hold	109	–	–	﹤0.01%	2095
2021 Q4	$27K	Buy	+109	New	+$38.4K	﹤0.01%	2030
2017 Q2	–	Sell	-3	Closed	-$10K	–	4602
2017 Q1	$10K	Buy	+3	New	+$9.34K	﹤0.01%	3575

Other funds holding AQMS

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's AQMS Position: Q4 2024 in Review

Creative Planning sold out of Aqua Metals (AQMS) in Q4 2024, closing a stake of 354 shares — an estimated $13.2K sold.

Creative Planning first reported a position in AQMS in Q1 2017 and held it in 13 quarters. The position peaked at $77K in Q2 2023. 30 funds tracked by Wall St. Rank hold AQMS as of Q4 2024.

Creative Planning reported no remaining Aqua Metals position as of Q4 2024 after selling out during the quarter.
Creative Planning sold 354 Aqua Metals shares in Q4 2024, an estimated $13.2K.
Creative Planning first reported a position in Aqua Metals in Q1 2017 and held it in 13 quarters.
Creative Planning's Aqua Metals position peaked at $77K in Q2 2023.
30 funds tracked by Wall St. Rank held Aqua Metals as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.