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 $4.79B AUM 27.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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.