Creative Planning’s Blaize Holdings Warrants BZAIW Stock Holding History

Creative Planning’s Portfolio BZAIW Stock Details BZAIW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.2K	Hold	134,700	–	–	﹤0.01%	4301
2026 Q2	$44.5K	Hold	134,700	–	–	﹤0.01%	4130
2026 Q1	$51.2K	Hold	134,700	–	–	﹤0.01%	3982
2025 Q4	$53.9K	Hold	134,700	–	–	﹤0.01%	3796
2025 Q3	$83.7K	Hold	134,700	–	–	﹤0.01%	3700
2025 Q2	$51.8K	Buy	134,700 +30,900	+30%	+$7.94K	﹤0.01%	3517
2025 Q1	$19.7K	Buy	+103,800	New	+$44.7K	﹤0.01%	3406

Other funds holding BZAIW

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $43.4M AUM 20.78% 1-Year Est. Return

Creative Planning's BZAIW Position: Q3 2026 in Review

Creative Planning held its Blaize Holdings Warrants (BZAIW) position steady in Q3 2026 at 134,700 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4301.

Creative Planning first reported a position in BZAIW in Q1 2025 and has held it in 7 quarters since. The position peaked at $83.7K in Q3 2025. 6 funds tracked by Wall St. Rank hold BZAIW as of Q3 2026.

Creative Planning held 134,700 shares of Blaize Holdings Warrants worth $10.2K as of Q3 2026.
Creative Planning left its Blaize Holdings Warrants share count unchanged in Q3 2026.
Blaize Holdings Warrants made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4301 holding.
Creative Planning first reported a position in Blaize Holdings Warrants in Q1 2025 and has held it in 7 quarters since.
Creative Planning's Blaize Holdings Warrants position peaked at $83.7K in Q3 2025.
6 funds tracked by Wall St. Rank held Blaize Holdings Warrants as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.