Creative Planning
BNAI

Creative Planning’s Brand Engagement Network BNAI Stock Holding History

Creative Planning’s Portfolio BNAI Stock Details BNAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,000
Closed -$3.44K – 3808
2025
Q1 		$3.44K Buy
+1,000
New +$5.04K ﹤0.01% 3447

Other funds holding BNAI

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Corps Capital Advisors Southlake, Texas $124M AUM 58.4% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
AMC
Atlas Merchant Capital New York $789K AUM 60.67% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's BNAI Position: Q2 2025 in Review

Creative Planning sold out of Brand Engagement Network (BNAI) in Q2 2025, closing a stake of 1,000 shares — an estimated $3.44K sold.

Creative Planning first reported a position in BNAI in Q1 2025 and held it in 1 quarter. The position peaked at $3.44K in Q1 2025. 18 funds tracked by Wall St. Rank hold BNAI as of Q2 2025.

  • Creative Planning reported no remaining Brand Engagement Network position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 1,000 Brand Engagement Network shares in Q2 2025, an estimated $3.44K.
  • Creative Planning first reported a position in Brand Engagement Network in Q1 2025 and held it in 1 quarter.
  • Creative Planning's Brand Engagement Network position peaked at $3.44K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Brand Engagement Network as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.