Creative Planning’s Daqo New Energy DQ Stock Holding History

Creative Planning’s Portfolio DQ Stock Details DQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$139K	Buy	+10,375	New	+$188K	﹤0.01%	3977
2021 Q2	–	Sell	-11,520	Closed	-$870K	–	2210
2021 Q1	$870K	Buy	11,520 +3,943	+52%	+$362K	﹤0.01%	1110
2020 Q4	$435K	Sell	7,577 -4,673	-38%	-$204K	﹤0.01%	1395
2020 Q3	$331K	Buy	+12,250	New	+$272K	﹤0.01%	1354
2017 Q3	–	Sell	-30	Closed	–	–	2344
2017 Q2	$0	Hold	30	–	–	﹤0.01%	4655
2017 Q1	$0	Hold	30	–	–	﹤0.01%	4700
2016 Q4	$0	Hold	30	–	–	﹤0.01%	4659
2016 Q3	$0	Hold	30	–	–	﹤0.01%	4602
2016 Q2	$0	Hold	30	–	–	﹤0.01%	4379
2016 Q1	$0	Sell	30 -980	-97%	-$3.21K	﹤0.01%	4362
2015 Q4	$3K	Hold	1,010	–	–	﹤0.01%	3896
2015 Q3	$3K	Buy	+1,010	New	+$3.35K	﹤0.01%	3815
2015 Q2	–	Sell	-980	Closed	-$5K	–	1569
2015 Q1	$5K	Hold	980	–	–	﹤0.01%	3517
2014 Q4	$5K	Hold	980	–	–	﹤0.01%	3479
2014 Q3	$8K	Hold	980	–	–	﹤0.01%	3057
2014 Q2	$6K	Hold	980	–	–	﹤0.01%	3106
2014 Q1	$8K	Buy	+980	New	+$8.33K	﹤0.01%	2843

Other funds holding DQ

CGIC

Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Ariose Capital Management Central, Hong Kong, Hong Kong $234M AUM 640.82% 1-Year Est. Return

Creative Planning's DQ Position: Q2 2026 in Review

Creative Planning opened a new position in Daqo New Energy (DQ) in Q2 2026: 10,375 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #3977 among its holdings. This is a return to the name: Creative Planning previously reported a position in DQ as recently as Q1 2021.

Creative Planning first reported a position in DQ in Q1 2014 and has held it in 17 quarters since. The position peaked at $870K in Q1 2021. 115 funds tracked by Wall St. Rank hold DQ as of Q2 2026.

Creative Planning held 10,375 shares of Daqo New Energy worth $139K as of Q2 2026.
Daqo New Energy was a new Creative Planning position in Q2 2026.
Daqo New Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3977 holding.
Creative Planning first reported a position in Daqo New Energy in Q1 2014 and has held it in 17 quarters since.
Creative Planning's Daqo New Energy position peaked at $870K in Q1 2021.
115 funds tracked by Wall St. Rank held Daqo New Energy as of Q2 2026.

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