Creative Planning’s Healthcare Triangle HCTI Stock Holding History

Creative Planning’s Portfolio HCTI Stock Details HCTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13	Closed	-$5.56K	–	3959
2025 Q2	$5.56K	Buy	+13	New	+$22.1K	﹤0.01%	3639

Other funds holding HCTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's HCTI Position: Q3 2025 in Review

Creative Planning sold out of Healthcare Triangle (HCTI) in Q3 2025, closing a stake of 13 shares — an estimated $5.56K sold.

Creative Planning first reported a position in HCTI in Q2 2025 and held it in 1 quarter. The position peaked at $5.56K in Q2 2025. 8 funds tracked by Wall St. Rank hold HCTI as of Q3 2025.

Creative Planning reported no remaining Healthcare Triangle position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 13 Healthcare Triangle shares in Q3 2025, an estimated $5.56K.
Creative Planning first reported a position in Healthcare Triangle in Q2 2025 and held it in 1 quarter.
Creative Planning's Healthcare Triangle position peaked at $5.56K in Q2 2025.
8 funds tracked by Wall St. Rank held Healthcare Triangle as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.