Creative Planning
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Creative Planning’s Chaince Digital Holdings CD Stock Holding History

Creative Planning’s Portfolio CD Stock Details CD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$142K Sell
23,667
-27,081
-53% -$95.7K ﹤0.01% 4063
2026
Q2 		$222K Sell
50,748
-10,845
-18% -$63.8K ﹤0.01% 3807
2026
Q1 		$245K Buy
61,593
+22,457
+57% +$115K ﹤0.01% 3590
2025
Q4 		$195K Buy
39,136
+5,843
+18% +$67.7K ﹤0.01% 3562
2025
Q3 		$818K Buy
+33,293
New +$210K ﹤0.01% 2308

Other funds holding CD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13B AUM 35.88% 1-Year Est. Return

Creative Planning's CD Position: Q3 2026 in Review

Creative Planning reduced its Chaince Digital Holdings (CD) stake by 53% in Q3 2026, selling an estimated $95.7K and leaving 23,667 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #4063.

Creative Planning first reported a position in CD in Q3 2025 and has held it in 5 quarters since. The position peaked at $818K in Q3 2025. 27 funds tracked by Wall St. Rank hold CD as of Q3 2026.

  • Creative Planning held 23,667 shares of Chaince Digital Holdings worth $142K as of Q3 2026.
  • Creative Planning sold 27,081 Chaince Digital Holdings shares in Q3 2026, an estimated $95.7K.
  • Chaince Digital Holdings made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4063 holding.
  • Creative Planning first reported a position in Chaince Digital Holdings in Q3 2025 and has held it in 5 quarters since.
  • Creative Planning's Chaince Digital Holdings position peaked at $818K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Chaince Digital Holdings as of Q3 2026.

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