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
Q2 		$4.86M Buy
74,512
+15,854
+27% +$951K ﹤0.01% 1436
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 $6.73T AUM 46.02% 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 $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's CTS Position: Q2 2026 in Review

Creative Planning increased its CTS Corp (CTS) stake by 27% in Q2 2026, buying an estimated $951K and bringing the position to 74,512 shares worth $4.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Creative Planning first reported a position in CTS in Q3 2023 and has held it in 11 quarters since. 277 funds tracked by Wall St. Rank hold CTS as of Q2 2026.

  • Creative Planning held 74,512 shares of CTS Corp worth $4.86M as of Q2 2026.
  • Creative Planning bought 15,854 CTS Corp shares in Q2 2026, an estimated $951K.
  • CTS Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1436 holding.
  • Creative Planning first reported a position in CTS Corp in Q3 2023 and has held it in 11 quarters since.
  • 277 funds tracked by Wall St. Rank held CTS Corp as of Q2 2026.

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