Creative Planning
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Creative Planning’s Global X Cloud Computing ETF CLOU Stock Holding History

Creative Planning’s Portfolio CLOU Stock Details CLOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,844
Closed -$207K – 3702
2025
Q1 		$207K Sell
9,844
-7,816
-44% -$187K ﹤0.01% 3043
2024
Q4 		$423K Sell
17,660
-30
-0.2% -$685 ﹤0.01% 2384
2024
Q3 		$364K Sell
17,690
-1,514
-8% -$29.9K ﹤0.01% 2368
2024
Q2 		$378K Sell
19,204
-1,418
-7% -$28.6K ﹤0.01% 2179
2024
Q1 		$449K Sell
20,622
-47
-0.2% -$1.04K ﹤0.01% 1927
2023
Q4 		$468K Sell
20,669
-3,440
-14% -$68.5K ﹤0.01% 1757
2023
Q3 		$454K Sell
24,109
-4,926
-17% -$98.4K ﹤0.01% 1628
2023
Q2 		$576K Sell
29,035
-1,208
-4% -$21.8K ﹤0.01% 1462
2023
Q1 		$555K Sell
30,243
-1,572
-5% -$27.4K ﹤0.01% 1401
2022
Q4 		$510K Sell
31,815
-2,960
-9% -$47.6K ﹤0.01% 1414
2022
Q3 		$555K Buy
34,775
+471
+1% +$8.18K ﹤0.01% 1272
2022
Q2 		$566K Buy
+34,304
New +$637K ﹤0.01% 1253
2020
Q3 		– Sell
-24,828
Closed -$532K – 2167
2020
Q2 		$532K Buy
+24,828
New +$457K ﹤0.01% 1001

Other funds holding CLOU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning's CLOU Position: Q2 2025 in Review

Creative Planning sold out of Global X Cloud Computing ETF (CLOU) in Q2 2025, closing a stake of 9,844 shares — an estimated $207K sold.

Creative Planning first reported a position in CLOU in Q2 2020 and held it in 13 quarters. The position peaked at $576K in Q2 2023. 99 funds tracked by Wall St. Rank hold CLOU as of Q2 2025.

  • Creative Planning reported no remaining Global X Cloud Computing ETF position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 9,844 Global X Cloud Computing ETF shares in Q2 2025, an estimated $207K.
  • Creative Planning first reported a position in Global X Cloud Computing ETF in Q2 2020 and held it in 13 quarters.
  • Creative Planning's Global X Cloud Computing ETF position peaked at $576K in Q2 2023.
  • 99 funds tracked by Wall St. Rank held Global X Cloud Computing ETF as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.