Creative Planning
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Creative Planning’s Interactive Brokers IBKR Stock Holding History

Creative Planning’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,000
Closed -$22K – 2044
2019
Q2 		$22K Buy
+4,000
New +$54.2K ﹤0.01% 1882

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Creative Planning's IBKR Position: Q2 2026 in Review

Creative Planning increased its Interactive Brokers (IBKR) stake by 17% in Q2 2026, buying an estimated $1.03M and bringing the position to 85,812 shares worth $7.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Creative Planning first reported a position in IBKR in Q3 2013 and has held it in 35 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Creative Planning held 85,812 shares of Interactive Brokers worth $7.47M as of Q2 2026.
  • Creative Planning bought 12,381 Interactive Brokers shares in Q2 2026, an estimated $1.03M.
  • Interactive Brokers made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1094 holding.
  • Creative Planning first reported a position in Interactive Brokers in Q3 2013 and has held it in 35 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.