Creative Planning
CD

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Creative Planning's CD Position: Q2 2026 in Review

Creative Planning reduced its Chaince Digital Holdings (CD) stake by 18% in Q2 2026, selling an estimated $63.8K and leaving 50,748 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #3807.

Creative Planning first reported a position in CD in Q3 2025 and has held it in 4 quarters since. The position peaked at $818K in Q3 2025. 54 funds tracked by Wall St. Rank hold CD as of Q2 2026.

  • Creative Planning held 50,748 shares of Chaince Digital Holdings worth $222K as of Q2 2026.
  • Creative Planning sold 10,845 Chaince Digital Holdings shares in Q2 2026, an estimated $63.8K.
  • Chaince Digital Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3807 holding.
  • Creative Planning first reported a position in Chaince Digital Holdings in Q3 2025 and has held it in 4 quarters since.
  • Creative Planning's Chaince Digital Holdings position peaked at $818K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Chaince Digital Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.