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
Q2 		$3.56M Buy
34,541
+2,577
+8% +$151K ﹤0.01% 1659
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 $1.21B AUM 169.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PM
Plustick Management Charlottesville, Virginia $269M AUM 340.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Creative Planning's ATEX Position: Q2 2026 in Review

Creative Planning increased its Anterix (ATEX) stake by 8.1% in Q2 2026, buying an estimated $151K and bringing the position to 34,541 shares worth $3.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Creative Planning first reported a position in ATEX in Q4 2016 and has held it in 9 quarters since. 172 funds tracked by Wall St. Rank hold ATEX as of Q2 2026.

  • Creative Planning held 34,541 shares of Anterix worth $3.56M as of Q2 2026.
  • Creative Planning bought 2,577 Anterix shares in Q2 2026, an estimated $151K.
  • Anterix made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1659 holding.
  • Creative Planning first reported a position in Anterix in Q4 2016 and has held it in 9 quarters since.
  • 172 funds tracked by Wall St. Rank held Anterix as of Q2 2026.

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