Creative Planning
ASM

Creative Planning’s Avino Silver & Gold Mines ASM Stock Holding History

Creative Planning’s Portfolio ASM Stock Details ASM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,724
Closed -$104K – 4094
2025
Q4 		$104K Buy
16,724
+3,850
+30% +$20.7K ﹤0.01% 3710
2025
Q3 		$67.6K Buy
+12,874
New +$51.9K ﹤0.01% 3728
2023
Q3 		– Sell
-20,700
Closed -$13.7K – 2920
2023
Q2 		$13.7K Buy
20,700
+2,000
+11% +$1.57K ﹤0.01% 2526
2023
Q1 		$16.6K Hold
18,700
– – ﹤0.01% 2421
2022
Q4 		$12.7K Hold
18,700
– – ﹤0.01% 2339
2022
Q3 		$10K Buy
18,700
+1,200
+7% +$675 ﹤0.01% 2229
2022
Q2 		$9K Buy
+17,500
New +$12.7K ﹤0.01% 2198
2021
Q2 		– Sell
-28,951
Closed -$36K – 2100
2021
Q1 		$36K Buy
28,951
+15,463
+115% +$20.5K ﹤0.01% 2389
2020
Q4 		$18K Buy
+13,488
New +$13.9K ﹤0.01% 2192
2019
Q2 		– Sell
-27,500
Closed -$17K – 2026
2019
Q1 		$17K Sell
27,500
-1,000
-4% -$639 ﹤0.01% 1849
2018
Q4 		$17K Sell
28,500
-5,000
-15% -$2.97K ﹤0.01% 1799
2018
Q3 		$21K Sell
33,500
-3,500
-9% -$3.52K ﹤0.01% 1948
2018
Q2 		$46K Buy
37,000
+6,000
+19% +$8.2K ﹤0.01% 1857
2018
Q1 		$43K Hold
31,000
– – ﹤0.01% 1830
2017
Q4 		$42K Sell
31,000
-500
-2% -$679 ﹤0.01% 1809
2017
Q3 		$49K Hold
31,500
– – ﹤0.01% 1776
2017
Q2 		$50K Buy
31,500
+500
+2% +$792 ﹤0.01% 2505
2017
Q1 		$54K Buy
31,000
+14,900
+93% +$25.7K ﹤0.01% 2417
2016
Q4 		$22K Buy
16,100
+10,000
+164% +$17.1K ﹤0.01% 3003
2016
Q3 		$13K Buy
6,100
+4,357
+250% +$10.8K ﹤0.01% 3311
2016
Q2 		$4K Buy
+1,743
New +$2.79K ﹤0.01% 3725

Other funds holding ASM

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Creative Planning's ASM Position: Q1 2026 in Review

Creative Planning sold out of Avino Silver & Gold Mines (ASM) in Q1 2026, closing a stake of 16,724 shares — an estimated $104K sold.

Creative Planning first reported a position in ASM in Q2 2016 and held it in 21 quarters. The position peaked at $104K in Q4 2025. 136 funds tracked by Wall St. Rank hold ASM as of Q1 2026.

  • Creative Planning reported no remaining Avino Silver & Gold Mines position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 16,724 Avino Silver & Gold Mines shares in Q1 2026, an estimated $104K.
  • Creative Planning first reported a position in Avino Silver & Gold Mines in Q2 2016 and held it in 21 quarters.
  • Creative Planning's Avino Silver & Gold Mines position peaked at $104K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Avino Silver & Gold Mines as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.