Creative Planning
EPHYU

Creative Planning’s Epiphany Technology Acquisition Corp. Unit EPHYU Stock Holding History

Creative Planning’s Portfolio EPHYU Stock Details EPHYU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,320
Closed -$104K – 2705
2021
Q1 		$104K Buy
+10,320
New +$108K ﹤0.01% 2241

Other funds holding EPHYU

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
SRCM
Sage Rock Capital Management New York $22.3M AUM 4.09% 1-Year Est. Return
CCM
Context Capital Management Lajolla, California $5.15B AUM 1.28% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
WC
Wealthspring Capital West Harrison, New York $448M AUM 8.38% 1-Year Est. Return

Creative Planning's EPHYU Position: Q2 2021 in Review

Creative Planning sold out of Epiphany Technology Acquisition Corp. Unit (EPHYU) in Q2 2021, closing a stake of 10,320 shares — an estimated $104K sold.

Creative Planning first reported a position in EPHYU in Q1 2021 and held it in 1 quarter. The position peaked at $104K in Q1 2021. 37 funds tracked by Wall St. Rank hold EPHYU as of Q2 2021.

  • Creative Planning reported no remaining Epiphany Technology Acquisition Corp. Unit position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 10,320 Epiphany Technology Acquisition Corp. Unit shares in Q2 2021, an estimated $104K.
  • Creative Planning first reported a position in Epiphany Technology Acquisition Corp. Unit in Q1 2021 and held it in 1 quarter.
  • Creative Planning's Epiphany Technology Acquisition Corp. Unit position peaked at $104K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held Epiphany Technology Acquisition Corp. Unit as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.