Creative Planning
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Creative Planning’s Fidus Investment FDUS Stock Holding History

Creative Planning’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$541K Buy
31,079
+2,363
+8% +$44.1K ﹤0.01% 2979
2025
Q4 		$554K Buy
28,716
+672
+2% +$13.4K ﹤0.01% 2749
2025
Q3 		$568K Buy
+28,044
New +$591K ﹤0.01% 2599
2017
Q3 		– Sell
-400
Closed -$7K – 2487
2017
Q2 		$7K Hold
400
– – ﹤0.01% 3816
2017
Q1 		$7K Hold
400
– – ﹤0.01% 3786
2016
Q4 		$6K Buy
400
+200
+100% +$3.18K ﹤0.01% 3844
2016
Q3 		$3K Hold
200
– – ﹤0.01% 4091
2016
Q2 		$3K Hold
200
– – ﹤0.01% 3872
2016
Q1 		$3K Buy
+200
New +$2.76K ﹤0.01% 3796
2014
Q4 		– Sell
-4,681
Closed -$77K – 4212
2014
Q3 		$77K Buy
4,681
+950
+25% +$17.5K ﹤0.01% 1643
2014
Q2 		$77K Hold
3,731
– – ﹤0.01% 1599
2014
Q1 		$72K Hold
3,731
– – ﹤0.01% 1587
2013
Q4 		$81K Buy
+3,731
New +$76.1K ﹤0.01% 1318
2013
Q3 		– Sell
-700
Closed -$13K – 3251
2013
Q2 		$13K Buy
+700
New +$12.9K ﹤0.01% 2148

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Creative Planning's FDUS Position: Q1 2026 in Review

Creative Planning increased its Fidus Investment (FDUS) stake by 8.2% in Q1 2026, buying an estimated $44.1K and bringing the position to 31,079 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

Creative Planning first reported a position in FDUS in Q2 2013 and has held it in 14 quarters since. The position peaked at $568K in Q3 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Creative Planning held 31,079 shares of Fidus Investment worth $541K as of Q1 2026.
  • Creative Planning bought 2,363 Fidus Investment shares in Q1 2026, an estimated $44.1K.
  • Fidus Investment made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2979 holding.
  • Creative Planning first reported a position in Fidus Investment in Q2 2013 and has held it in 14 quarters since.
  • Creative Planning's Fidus Investment position peaked at $568K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

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