Creative Planning
ELM

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
Q2 		$1.58M Hold
54,001
– – ﹤0.01% 2281
2026
Q1 		$1.46M Buy
+54,001
New +$1.5M ﹤0.01% 2153

Other funds holding ELM

EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning's ELM Position: Q2 2026 in Review

Creative Planning held its Elm Market Navigator ETF (ELM) position steady in Q2 2026 at 54,001 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

Creative Planning first reported a position in ELM in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold ELM as of Q2 2026.

  • Creative Planning held 54,001 shares of Elm Market Navigator ETF worth $1.58M as of Q2 2026.
  • Creative Planning left its Elm Market Navigator ETF share count unchanged in Q2 2026.
  • Elm Market Navigator ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2281 holding.
  • Creative Planning first reported a position in Elm Market Navigator ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q2 2026.

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