Creative Planning
CORP icon

Creative Planning’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Creative Planning’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$215K Hold
2,220
– – ﹤0.01% 3681
2025
Q4 		$217K Buy
+2,220
New +$219K ﹤0.01% 3485
2024
Q3 		– Sell
-2,250
Closed -$214K – 3220
2024
Q2 		$214K Buy
+2,250
New +$213K ﹤0.01% 2629
2023
Q4 		– Sell
-1,562
Closed -$142K – 2822
2023
Q3 		$142K Sell
1,562
-577
-27% -$53.8K ﹤0.01% 2329
2023
Q2 		$203K Buy
+2,139
New +$204K ﹤0.01% 2207
2022
Q3 		– Sell
-2,224
Closed -$214K – 2345
2022
Q2 		$214K Sell
2,224
-768
-26% -$75.6K ﹤0.01% 1834
2022
Q1 		$312K Buy
+2,992
New +$321K ﹤0.01% 1617
2020
Q2 		– Sell
-4,260
Closed -$451K – 2037
2020
Q1 		$451K Sell
4,260
-361
-8% -$39.5K ﹤0.01% 996
2019
Q4 		$508K Buy
+4,621
New +$506K ﹤0.01% 1102
2015
Q1 		– Sell
-610
Closed -$63K – 4234
2014
Q4 		$63K Buy
+610
New +$62.9K ﹤0.01% 1842

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return