Creative Planning’s Cantaloupe CTLP Stock Holding History

Creative Planning’s Portfolio CTLP Stock Details CTLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,279	Closed	-$144K	–	4326
2026 Q1	$144K	Sell	13,279 -15	-0.1%	-$159	﹤0.01%	3825
2025 Q4	$141K	Buy	13,294 +361	+3%	+$3.83K	﹤0.01%	3646
2025 Q3	$137K	Sell	12,933 -15,305	-54%	-$167K	﹤0.01%	3607
2025 Q2	$310K	Buy	+28,238	New	+$244K	﹤0.01%	2871
2023 Q4	–	Sell	-1,991	Closed	-$12.4K	–	2831
2023 Q3	$12.4K	Buy	+1,991	New	+$14.6K	﹤0.01%	2632
2016 Q2	–	Sell	-1,000	Closed	-$4K	–	4372
2016 Q1	$4K	Buy	1,000 +990	+9,900%	+$3.57K	﹤0.01%	3683
2015 Q4	$0	Hold	10	–	–	﹤0.01%	4425
2015 Q3	$0	Buy	+10	New	+$31	﹤0.01%	4300
2015 Q2	–	Sell	-10	Closed	–	–	1488
2015 Q1	$0	Buy	+10	New	+$21	﹤0.01%	4237

Other funds holding CTLP

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's CTLP Position: Q2 2026 in Review

Creative Planning sold out of Cantaloupe (CTLP) in Q2 2026, closing a stake of 13,279 shares — an estimated $144K sold.

Creative Planning first reported a position in CTLP in Q1 2015 and held it in 9 quarters. The position peaked at $310K in Q2 2025. 1 fund tracked by Wall St. Rank holds CTLP as of Q2 2026.

Creative Planning reported no remaining Cantaloupe position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 13,279 Cantaloupe shares in Q2 2026, an estimated $144K.
Creative Planning first reported a position in Cantaloupe in Q1 2015 and held it in 9 quarters.
Creative Planning's Cantaloupe position peaked at $310K in Q2 2025.
1 fund tracked by Wall St. Rank held Cantaloupe as of Q2 2026.

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