Creative Planning’s Paragon 28, Inc. FNA Stock Holding History

Creative Planning’s Portfolio FNA Stock Details FNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-28,625	Closed	-$374K	–	3817
2025 Q1	$374K	Buy	28,625 +5,001	+21%	+$62.2K	﹤0.01%	2565
2024 Q4	$244K	Buy	23,624 +9,942	+73%	+$80.2K	﹤0.01%	2828
2024 Q3	$91.4K	Buy	+13,682	New	+$104K	﹤0.01%	3032

Other funds holding FNA

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's FNA Position: Q2 2025 in Review

Creative Planning sold out of Paragon 28, Inc. (FNA) in Q2 2025, closing a stake of 28,625 shares — an estimated $374K sold.

Creative Planning first reported a position in FNA in Q3 2024 and held it in 3 quarters. The position peaked at $374K in Q1 2025. 2 funds tracked by Wall St. Rank hold FNA as of Q2 2025.

Creative Planning reported no remaining Paragon 28, Inc. position as of Q2 2025 after selling out during the quarter.
Creative Planning sold 28,625 Paragon 28, Inc. shares in Q2 2025, an estimated $374K.
Creative Planning first reported a position in Paragon 28, Inc. in Q3 2024 and held it in 3 quarters.
Creative Planning's Paragon 28, Inc. position peaked at $374K in Q1 2025.
2 funds tracked by Wall St. Rank held Paragon 28, Inc. as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.