Creative Planning’s Elm Market Navigator ETF ELM Stock Holding History

Creative Planning’s Portfolio ELM Stock Details ELM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.46M	Buy	+54,001	New	+$1.5M	﹤0.01%	2153

Other funds holding ELM

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

FNBSF

First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

LCAM

London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Creative Planning's ELM Position: Q1 2026 in Review

Creative Planning opened a new position in Elm Market Navigator ETF (ELM) in Q1 2026: 54,001 shares worth $1.46M. The stake represents ﹤0.01% of the portfolio and ranks #2153 among its holdings.

13 funds tracked by Wall St. Rank hold ELM as of Q1 2026.

Creative Planning held 54,001 shares of Elm Market Navigator ETF worth $1.46M as of Q1 2026.
Elm Market Navigator ETF was a new Creative Planning position in Q1 2026.
Elm Market Navigator ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2153 holding.
13 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q1 2026.

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