Creative Planning
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Creative Planning’s Cabaletta Bio CABA Stock Holding History

Creative Planning’s Portfolio CABA Stock Details CABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$139K Buy
+72,256
New +$204K ﹤0.01% 4071

Other funds holding CABA

Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $493M AUM 21.02% 1-Year Est. Return
MATAURO
MATAURO New York $814M AUM 14.94% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Creative Planning's CABA Position: Q3 2026 in Review

Creative Planning opened a new position in Cabaletta Bio (CABA) in Q3 2026: 72,256 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #4071 among its holdings.

27 funds tracked by Wall St. Rank hold CABA as of Q3 2026.

  • Creative Planning held 72,256 shares of Cabaletta Bio worth $139K as of Q3 2026.
  • Cabaletta Bio was a new Creative Planning position in Q3 2026.
  • Cabaletta Bio made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4071 holding.
  • 27 funds tracked by Wall St. Rank held Cabaletta Bio as of Q3 2026.

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