Creative Planning
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Creative Planning’s Equinox Gold EQX Stock Holding History

Creative Planning’s Portfolio EQX Stock Details EQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$677K Buy
46,838
+11,943
+34% +$182K ﹤0.01% 2784
2025
Q4 		$490K Sell
34,895
-2,419
-6% -$30.5K ﹤0.01% 2864
2025
Q3 		$419K Buy
37,314
+2,863
+8% +$22.8K ﹤0.01% 2868
2025
Q2 		$198K Sell
34,451
-2,685
-7% -$17.4K ﹤0.01% 3226
2025
Q1 		$255K Buy
37,136
+3,087
+9% +$19.8K ﹤0.01% 2884
2024
Q4 		$171K Sell
34,049
-185
-0.5% -$1.03K ﹤0.01% 3021
2024
Q3 		$208K Sell
34,234
-432
-1% -$2.44K ﹤0.01% 2800
2024
Q2 		$181K Sell
34,666
-2,496
-7% -$13.9K ﹤0.01% 2703
2024
Q1 		$224K Buy
37,162
+1,090
+3% +$5.06K ﹤0.01% 2496
2023
Q4 		$176K Sell
36,072
-618
-2% -$2.93K ﹤0.01% 2467
2023
Q3 		$155K Buy
36,690
+106
+0.3% +$511 ﹤0.01% 2311
2023
Q2 		$168K Buy
36,584
+1,697
+5% +$8.51K ﹤0.01% 2257
2023
Q1 		$180K Sell
34,887
-66
-0.2% -$275 ﹤0.01% 2158
2022
Q4 		$115K Buy
34,953
+3,999
+13% +$13.8K ﹤0.01% 2125
2022
Q3 		$113K Sell
30,954
-7,391
-19% -$28.7K ﹤0.01% 2007
2022
Q2 		$170K Buy
38,345
+5,500
+17% +$35.6K ﹤0.01% 1903
2022
Q1 		$272K Buy
32,845
+1,000
+3% +$7.03K ﹤0.01% 1696
2021
Q4 		$215K Buy
31,845
+442
+1% +$3.23K ﹤0.01% 1828
2021
Q3 		$207K Sell
31,403
-1,000
-3% -$6.73K ﹤0.01% 1841
2021
Q2 		$225K Sell
32,403
-6,274
-16% -$53.6K ﹤0.01% 1742
2021
Q1 		$309K Sell
38,677
-74
-0.2% -$684 ﹤0.01% 1786
2020
Q4 		$401K Sell
38,751
-654
-2% -$7.13K ﹤0.01% 1445
2020
Q3 		$461K Buy
39,405
+858
+2% +$10.3K ﹤0.01% 1177
2020
Q2 		$432K Buy
38,547
+3,488
+10% +$31.2K ﹤0.01% 1109
2020
Q1 		$232K Buy
+35,059
New +$276K ﹤0.01% 1312

Other funds holding EQX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
EQF
Evergreen Quality Fund Grand Cayman, Cayman Islands $4.37B AUM 119.42% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's EQX Position: Q1 2026 in Review

Creative Planning increased its Equinox Gold (EQX) stake by 34% in Q1 2026, buying an estimated $182K and bringing the position to 46,838 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #2784.

Creative Planning first reported a position in EQX in Q1 2020 and has held it in 25 quarters since. 305 funds tracked by Wall St. Rank hold EQX as of Q1 2026.

  • Creative Planning held 46,838 shares of Equinox Gold worth $677K as of Q1 2026.
  • Creative Planning bought 11,943 Equinox Gold shares in Q1 2026, an estimated $182K.
  • Equinox Gold made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2784 holding.
  • Creative Planning first reported a position in Equinox Gold in Q1 2020 and has held it in 25 quarters since.
  • 305 funds tracked by Wall St. Rank held Equinox Gold as of Q1 2026.

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