Creative Planning
HELP

Creative Planning’s Helus Pharma Inc. Common Stock HELP Stock Holding History

Creative Planning’s Portfolio HELP Stock Details HELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$208K Buy
+16,917
New +$177K ﹤0.01% 3945
2024
Q3 		– Sell
-480
Closed -$4.93K – 3224
2024
Q2 		$4.93K Buy
480
+26
+6% +$340 ﹤0.01% 3027
2024
Q1 		$7.13K Sell
454
-231
-34% -$3.34K ﹤0.01% 2879
2023
Q4 		$10.7K Buy
685
+165
+32% +$3.07K ﹤0.01% 2716
2023
Q3 		$10.5K Buy
520
+232
+81% +$3.42K ﹤0.01% 2652
2023
Q2 		$4.14K Hold
288
– – ﹤0.01% 2575
2023
Q1 		$4.22K Sell
288
-27
-9% -$438 ﹤0.01% 2495
2022
Q4 		$3.56K Sell
315
-9
-3% -$148 ﹤0.01% 2401
2022
Q3 		$6K Sell
324
-26
-7% -$704 ﹤0.01% 2256
2022
Q2 		$7K Sell
350
-9
-3% -$218 ﹤0.01% 2208
2022
Q1 		$11K Sell
359
-15
-4% -$548 ﹤0.01% 2187
2021
Q4 		$17K Sell
374
-2
-0.5% -$127 ﹤0.01% 2046
2021
Q3 		$31K Buy
+376
New +$32.9K ﹤0.01% 2025

Other funds holding HELP

DA
DCF Advisers Greenwich, Connecticut $444M AUM 151.5% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Premier Fund Managers
Premier Fund Managers Guildford, United Kingdom $978M AUM 14.27% 1-Year Est. Return
ACPLP
ACT Capital Partners, L.P. Wayne, Pennsylvania $154M AUM
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
PDS Planning
PDS Planning Dublin, Ohio $1.77B AUM 16.76% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK) London, United Kingdom $213M AUM 36.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning's HELP Position: Q3 2026 in Review

Creative Planning opened a new position in Helus Pharma Inc. Common Stock (HELP) in Q3 2026: 16,917 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #3945 among its holdings. This is a return to the name: Creative Planning previously reported a position in HELP as recently as Q2 2024.

Creative Planning first reported a position in HELP in Q3 2021 and has held it in 13 quarters since. 34 funds tracked by Wall St. Rank hold HELP as of Q3 2026.

  • Creative Planning held 16,917 shares of Helus Pharma Inc. Common Stock worth $208K as of Q3 2026.
  • Helus Pharma Inc. Common Stock was a new Creative Planning position in Q3 2026.
  • Helus Pharma Inc. Common Stock made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3945 holding.
  • Creative Planning first reported a position in Helus Pharma Inc. Common Stock in Q3 2021 and has held it in 13 quarters since.
  • 34 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.