Creative Planning
HITI

Creative Planning’s High Tide HITI Stock Holding History

Creative Planning’s Portfolio HITI Stock Details HITI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,192
Closed -$30.3K – 3962
2025
Q2 		$30.3K Hold
13,192
– – ﹤0.01% 3568
2025
Q1 		$24.9K Buy
13,192
+333
+3% +$877 ﹤0.01% 3391
2024
Q4 		$39.7K Buy
12,859
+1,000
+8% +$2.83K ﹤0.01% 3273
2024
Q3 		$24.3K Hold
11,859
– – ﹤0.01% 3141
2024
Q2 		$26.2K Hold
11,859
– – ﹤0.01% 2972
2024
Q1 		$24.1K Sell
11,859
-260
-2% -$466 ﹤0.01% 2827
2023
Q4 		$19.8K Sell
12,119
-350
-3% -$528 ﹤0.01% 2699
2023
Q3 		$23.1K Buy
12,469
+350
+3% +$500 ﹤0.01% 2580
2023
Q2 		$15K Sell
12,119
-50
-0.4% -$65 ﹤0.01% 2522
2023
Q1 		$16.6K Hold
12,169
– – ﹤0.01% 2419
2022
Q4 		$18.7K Sell
12,169
-133
-1% -$202 ﹤0.01% 2318
2022
Q3 		$17K Sell
12,302
-100
-0.8% -$158 ﹤0.01% 2191
2022
Q2 		$25K Buy
12,402
+310
+3% +$919 ﹤0.01% 2117
2022
Q1 		$55K Sell
12,092
-20
-0.2% -$90 ﹤0.01% 2049
2021
Q4 		$51K Sell
12,112
-2
-0% -$12 ﹤0.01% 1997
2021
Q3 		$76K Sell
12,114
-198
-2% -$1.35K ﹤0.01% 1972
2021
Q2 		$98K Buy
+12,312
New +$98.6K ﹤0.01% 1876

Other funds holding HITI

HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $16.3B AUM 37.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return