Creative Planning
BPT

Creative Planning’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Creative Planning’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,000
Closed -$3K – 1337
2015
Q1 		$3K Buy
+2,000
New +$139K ﹤0.01% 3726
2014
Q4 		– Sell
-1,000
Closed -$5K – 4157
2014
Q3 		$5K Buy
+1,000
New +$93.4K ﹤0.01% 3271

Other funds holding BPT

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's BPT Position: Q1 2025 in Review

Creative Planning sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q1 2025, closing a stake of 272,396 shares — an estimated $144K sold.

Creative Planning first reported a position in BPT in Q2 2013 and held it in 34 quarters. The position peaked at $5.48M in Q2 2022. 50 funds tracked by Wall St. Rank hold BPT as of Q1 2025.

  • Creative Planning reported no remaining BP Prudhoe Bay Royalty Trust position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 272,396 BP Prudhoe Bay Royalty Trust shares in Q1 2025, an estimated $144K.
  • Creative Planning first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2013 and held it in 34 quarters.
  • Creative Planning's BP Prudhoe Bay Royalty Trust position peaked at $5.48M in Q2 2022.
  • 50 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.