Creative Planning’s Innovative Solutions & Support IA Stock Holding History

Creative Planning’s Portfolio IA Stock Details IA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.56M	Buy	+83,800	New	+$1.63M	﹤0.01%	2402

Other funds holding IA

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $185M AUM 12.43% 1-Year Est. Return

Creative Planning's IA Position: Q3 2026 in Review

Creative Planning opened a new position in Innovative Solutions & Support (IA) in Q3 2026: 83,800 shares worth $1.56M. The stake represents ﹤0.01% of the portfolio and ranks #2402 among its holdings.

33 funds tracked by Wall St. Rank hold IA as of Q3 2026.

Creative Planning held 83,800 shares of Innovative Solutions & Support worth $1.56M as of Q3 2026.
Innovative Solutions & Support was a new Creative Planning position in Q3 2026.
Innovative Solutions & Support made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #2402 holding.
33 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q3 2026.

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