Creative Planning
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Creative Planning’s ASP Isotopes ASPI Stock Holding History

Creative Planning’s Portfolio ASPI Stock Details ASPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$347K Buy
55,779
+14,199
+34% +$83.6K ﹤0.01% 3460
2026
Q1 		$184K Buy
41,580
+31,151
+299% +$184K ﹤0.01% 3765
2025
Q4 		$55.8K Sell
10,429
-306,336
-97% -$2.44M ﹤0.01% 3795
2025
Q3 		$3.05M Buy
316,765
+143,995
+83% +$1.33M ﹤0.01% 1210
2025
Q2 		$1.27M Buy
+172,770
New +$1.16M ﹤0.01% 1658
2025
Q1 		– Sell
-369
Closed -$1.67K – 3484
2024
Q4 		$1.67K Buy
+369
New +$1.96K ﹤0.01% 3477

Other funds holding ASPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Rovida Investment Management Grand Cayman, Cayman Islands $1.47B AUM 142.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Creative Planning's ASPI Position: Q2 2026 in Review

Creative Planning increased its ASP Isotopes (ASPI) stake by 34% in Q2 2026, buying an estimated $83.6K and bringing the position to 55,779 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #3460.

Creative Planning first reported a position in ASPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.05M in Q3 2025. 185 funds tracked by Wall St. Rank hold ASPI as of Q2 2026.

  • Creative Planning held 55,779 shares of ASP Isotopes worth $347K as of Q2 2026.
  • Creative Planning bought 14,199 ASP Isotopes shares in Q2 2026, an estimated $83.6K.
  • ASP Isotopes made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3460 holding.
  • Creative Planning first reported a position in ASP Isotopes in Q4 2024 and has held it in 6 quarters since.
  • Creative Planning's ASP Isotopes position peaked at $3.05M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held ASP Isotopes as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.