Creative Planning
FRDM icon

Creative Planning’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Creative Planning’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.32M Buy
24,095
+3,671
+18% +$210K ﹤0.01% 2240
2025
Q4 		$1.05M Buy
20,424
+578
+3% +$27.6K ﹤0.01% 2241
2025
Q3 		$879K Buy
19,846
+6,314
+47% +$265K ﹤0.01% 2226
2025
Q2 		$547K Buy
13,532
+2,968
+28% +$110K ﹤0.01% 2392
2025
Q1 		$370K Sell
10,564
-792
-7% -$27.6K ﹤0.01% 2571
2024
Q4 		$371K Buy
11,356
+3,800
+50% +$132K ﹤0.01% 2499
2024
Q3 		$270K Buy
+7,556
New +$266K ﹤0.01% 2605

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.71B AUM 16.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return