Creative Planning’s Arq ARQ Stock Holding History

Creative Planning’s Portfolio ARQ Stock Details ARQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,971	Closed	-$22.5K	–	3760
2024 Q4	$22.5K	Buy	+2,971	New	+$19.5K	﹤0.01%	3326

Other funds holding ARQ

ACM

AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return

AFA

Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vitol Holding Rotterdam, Netherlands $11.9M AUM 27.28% 1-Year Est. Return

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Creative Planning's ARQ Position: Q1 2025 in Review

Creative Planning sold out of Arq (ARQ) in Q1 2025, closing a stake of 2,971 shares — an estimated $22.5K sold.

Creative Planning first reported a position in ARQ in Q4 2024 and held it in 1 quarter. The position peaked at $22.5K in Q4 2024. 90 funds tracked by Wall St. Rank hold ARQ as of Q1 2025.

Creative Planning reported no remaining Arq position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 2,971 Arq shares in Q1 2025, an estimated $22.5K.
Creative Planning first reported a position in Arq in Q4 2024 and held it in 1 quarter.
Creative Planning's Arq position peaked at $22.5K in Q4 2024.
90 funds tracked by Wall St. Rank held Arq as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.