Creative Planning

Creative Planning’s AvePoint AVPT Stock Holding History

Creative Planning’s Portfolio AVPT Stock Details AVPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.81M	Buy	190,442 +103,082	+118%	+$1.16M	﹤0.01%	1976
2025 Q4	$1.21M	Sell	87,360 -7,226	-8%	-$99.8K	﹤0.01%	2130
2025 Q3	$1.42M	Buy	94,586 +9,124	+11%	+$153K	﹤0.01%	1816
2025 Q2	$1.65M	Buy	85,462 +36,542	+75%	+$634K	﹤0.01%	1470
2025 Q1	$706K	Buy	48,920 +21,556	+79%	+$362K	﹤0.01%	1997
2024 Q4	$452K	Sell	27,364 -1,981	-7%	-$30.1K	﹤0.01%	2321
2024 Q3	$345K	Buy	29,345 +4,698	+19%	+$51.5K	﹤0.01%	2411
2024 Q2	$257K	Buy	24,647 +8,039	+48%	+$69.7K	﹤0.01%	2488
2024 Q1	$132K	Buy	16,608 +5,573	+51%	+$43.8K	﹤0.01%	2662
2023 Q4	$90.6K	Buy	+11,035	New	+$86.2K	﹤0.01%	2586

Other funds holding AVPT

Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return