Creative Planning’s AEVEX Corp AVEX Stock Holding History

Creative Planning’s Portfolio AVEX Stock Details AVEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$263K	Buy	+17,395	New	+$302K	﹤0.01%	3753

Other funds holding AVEX

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

Pittenger & Anderson Inc Lincoin, Nebraska $2.78B AUM 11.69% 1-Year Est. Return

Creative Planning's AVEX Position: Q3 2026 in Review

Creative Planning opened a new position in AEVEX Corp (AVEX) in Q3 2026: 17,395 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #3753 among its holdings.

29 funds tracked by Wall St. Rank hold AVEX as of Q3 2026.

Creative Planning held 17,395 shares of AEVEX Corp worth $263K as of Q3 2026.
AEVEX Corp was a new Creative Planning position in Q3 2026.
AEVEX Corp made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3753 holding.
29 funds tracked by Wall St. Rank held AEVEX Corp as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.