Creative Planning
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Creative Planning’s CTS Corp CTS Stock Holding History

Creative Planning’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.8M Buy
58,658
+15,252
+35% +$765K ﹤0.01% 1639
2025
Q4 		$1.86M Buy
43,406
+9,753
+29% +$409K ﹤0.01% 1777
2025
Q3 		$1.34M Sell
33,653
-2,493
-7% -$103K ﹤0.01% 1851
2025
Q2 		$1.54M Buy
36,146
+5,714
+19% +$231K ﹤0.01% 1521
2025
Q1 		$1.26M Buy
30,432
+10,784
+55% +$505K ﹤0.01% 1522
2024
Q4 		$1.04M Buy
19,648
+4,608
+31% +$241K ﹤0.01% 1619
2024
Q3 		$728K Buy
15,040
+1,870
+14% +$90.8K ﹤0.01% 1782
2024
Q2 		$667K Buy
13,170
+2,852
+28% +$141K ﹤0.01% 1716
2024
Q1 		$483K Buy
+10,318
New +$453K ﹤0.01% 1874
2023
Q4 		– Sell
-100
Closed -$4.17K – 2832
2023
Q3 		$4.17K Buy
+100
New +$4.31K ﹤0.01% 2741

Other funds holding CTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Creative Planning's CTS Position: Q1 2026 in Review

Creative Planning increased its CTS Corp (CTS) stake by 35% in Q1 2026, buying an estimated $765K and bringing the position to 58,658 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Creative Planning first reported a position in CTS in Q3 2023 and has held it in 10 quarters since. 243 funds tracked by Wall St. Rank hold CTS as of Q1 2026.

  • Creative Planning held 58,658 shares of CTS Corp worth $2.8M as of Q1 2026.
  • Creative Planning bought 15,252 CTS Corp shares in Q1 2026, an estimated $765K.
  • CTS Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1639 holding.
  • Creative Planning first reported a position in CTS Corp in Q3 2023 and has held it in 10 quarters since.
  • 243 funds tracked by Wall St. Rank held CTS Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.