Creative Planning
ATEX icon

Creative Planning’s Anterix ATEX Stock Holding History

Creative Planning’s Portfolio ATEX Stock Details ATEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.22M Buy
31,964
+1,185
+4% +$37.5K ﹤0.01% 2295
2025
Q4 		$672K Sell
30,779
-12,915
-30% -$268K ﹤0.01% 2596
2025
Q3 		$938K Buy
+43,694
New +$980K ﹤0.01% 2171
2024
Q4 		– Sell
-6,827
Closed -$257K – 3591
2024
Q3 		$257K Buy
6,827
+236
+4% +$9.1K ﹤0.01% 2653
2024
Q2 		$261K Sell
6,591
-236
-3% -$7.64K ﹤0.01% 2478
2024
Q1 		$229K Buy
6,827
+162
+2% +$5.45K ﹤0.01% 2468
2023
Q4 		$222K Buy
+6,665
New +$215K ﹤0.01% 2335
2017
Q1 		– Sell
-400
Closed -$9K – 4640
2016
Q4 		$9K Buy
+400
New +$9.65K ﹤0.01% 3594

Other funds holding ATEX

OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
PM
Plustick Management Charlottesville, Virginia $207M AUM 253.94% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's ATEX Position: Q1 2026 in Review

Creative Planning increased its Anterix (ATEX) stake by 3.9% in Q1 2026, buying an estimated $37.5K and bringing the position to 31,964 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

Creative Planning first reported a position in ATEX in Q4 2016 and has held it in 8 quarters since. 132 funds tracked by Wall St. Rank hold ATEX as of Q1 2026.

  • Creative Planning held 31,964 shares of Anterix worth $1.22M as of Q1 2026.
  • Creative Planning bought 1,185 Anterix shares in Q1 2026, an estimated $37.5K.
  • Anterix made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2295 holding.
  • Creative Planning first reported a position in Anterix in Q4 2016 and has held it in 8 quarters since.
  • 132 funds tracked by Wall St. Rank held Anterix as of Q1 2026.

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