Creative Planning’s EMX Royalty EMX Stock Holding History

Creative Planning’s Portfolio EMX Stock Details EMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15,637	Closed	-$80.5K	–	3963
2025 Q3	$80.5K	Buy	15,637 +1,270	+9%	+$4.39K	﹤0.01%	3706
2025 Q2	$36.2K	Hold	14,367	–	–	﹤0.01%	3551
2025 Q1	$29.3K	Hold	14,367	–	–	﹤0.01%	3380
2024 Q4	$24.9K	Sell	14,367 -1,578	-10%	-$2.82K	﹤0.01%	3319
2024 Q3	$28.4K	Hold	15,945	–	–	﹤0.01%	3132
2024 Q2	$28.7K	Hold	15,945	–	–	﹤0.01%	2968
2024 Q1	$27.4K	Sell	15,945 -35	-0.2%	-$55	﹤0.01%	2819
2023 Q4	$25.9K	Hold	15,980	–	–	﹤0.01%	2684
2023 Q3	$28.4K	Buy	+15,980	New	+$29.3K	﹤0.01%	2551
2019 Q2	–	Sell	-22,000	Closed	-$26K	–	2044
2019 Q1	$26K	Buy	+22,000	New	+$26K	﹤0.01%	1825

Creative Planning's EMX Position: Q4 2025 in Review

Creative Planning sold out of EMX Royalty (EMX) in Q4 2025, closing a stake of 15,637 shares — an estimated $80.5K sold.

Creative Planning first reported a position in EMX in Q1 2019 and held it in 10 quarters. The position peaked at $80.5K in Q3 2025. 0 funds tracked by Wall St. Rank hold EMX as of Q4 2025.

Creative Planning reported no remaining EMX Royalty position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 15,637 EMX Royalty shares in Q4 2025, an estimated $80.5K.
Creative Planning first reported a position in EMX Royalty in Q1 2019 and held it in 10 quarters.
Creative Planning's EMX Royalty position peaked at $80.5K in Q3 2025.
0 funds tracked by Wall St. Rank held EMX Royalty as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.