Creative Planning
CTM icon

Creative Planning’s Castellum CTM Stock Holding History

Creative Planning’s Portfolio CTM Stock Details CTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36K Buy
50,000
+29,680
+146% +$21.1K ﹤0.01% 4151
2026
Q1 		$12K Buy
20,320
+320
+2% +$286 ﹤0.01% 4067
2025
Q4 		$18.1K Buy
20,000
+10,000
+100% +$10.7K ﹤0.01% 3854
2025
Q3 		$10.9K Hold
10,000
– – ﹤0.01% 3840
2025
Q2 		$10.5K Hold
10,000
– – ﹤0.01% 3621
2025
Q1 		$10.6K Buy
+10,000
New +$10.6K ﹤0.01% 3426

Other funds holding CTM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's CTM Position: Q2 2026 in Review

Creative Planning increased its Castellum (CTM) stake by 146% in Q2 2026, buying an estimated $21.1K and bringing the position to 50,000 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #4151.

Creative Planning first reported a position in CTM in Q1 2025 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold CTM as of Q2 2026.

  • Creative Planning held 50,000 shares of Castellum worth $36K as of Q2 2026.
  • Creative Planning bought 29,680 Castellum shares in Q2 2026, an estimated $21.1K.
  • Castellum made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4151 holding.
  • Creative Planning first reported a position in Castellum in Q1 2025 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held Castellum as of Q2 2026.

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