Creative Planning’s Bridger Aerospace Warrant BAERW Stock Holding History

Creative Planning’s Portfolio BAERW Stock Details BAERW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-50,000	Closed	-$3.85K	–	3922
2025 Q3	$3.85K	Hold	50,000	–	–	﹤0.01%	3861
2025 Q2	$3.88K	Buy	50,000 +39,500	+376%	+$2.63K	﹤0.01%	3649
2025 Q1	$561	Buy	+10,500	New	+$1.27K	﹤0.01%	3450

Other funds holding BAERW

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

TCM

Tenor Capital Management New York $7.09B AUM 3.55% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return

Creative Planning's BAERW Position: Q4 2025 in Review

Creative Planning sold out of Bridger Aerospace Warrant (BAERW) in Q4 2025, closing a stake of 50,000 shares — an estimated $3.85K sold.

Creative Planning first reported a position in BAERW in Q1 2025 and held it in 3 quarters. The position peaked at $3.88K in Q2 2025. 28 funds tracked by Wall St. Rank hold BAERW as of Q4 2025.

Creative Planning reported no remaining Bridger Aerospace Warrant position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 50,000 Bridger Aerospace Warrant shares in Q4 2025, an estimated $3.85K.
Creative Planning first reported a position in Bridger Aerospace Warrant in Q1 2025 and held it in 3 quarters.
Creative Planning's Bridger Aerospace Warrant position peaked at $3.88K in Q2 2025.
28 funds tracked by Wall St. Rank held Bridger Aerospace Warrant as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.