Creative Planning’s Adasina Social Justice All Cap Global ETF JSTC Stock Holding History

Creative Planning’s Portfolio JSTC Stock Details JSTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.59M	Hold	81,500	–	–	﹤0.01%	2086
2025 Q4	$1.65M	Hold	81,500	–	–	﹤0.01%	1876
2025 Q3	$1.66M	Hold	81,500	–	–	﹤0.01%	1686
2025 Q2	$1.61M	Hold	81,500	–	–	﹤0.01%	1484
2025 Q1	$1.47M	Hold	81,500	–	–	﹤0.01%	1412
2024 Q4	$1.5M	Hold	81,500	–	–	﹤0.01%	1331
2024 Q3	$1.54M	Hold	81,500	–	–	﹤0.01%	1223
2024 Q2	$1.41M	Hold	81,500	–	–	﹤0.01%	1177
2024 Q1	$1.44M	Sell	81,500 -2,263	-3%	-$38.8K	﹤0.01%	1117
2023 Q4	$1.43M	Sell	83,763 -4,240	-5%	-$67.3K	﹤0.01%	1056
2023 Q3	$1.35M	Hold	88,003	–	–	﹤0.01%	1022
2023 Q2	$1.42M	Sell	88,003 -14,368	-14%	-$225K	﹤0.01%	966
2023 Q1	$1.61M	Buy	102,371 +81,500	+390%	+$1.27M	﹤0.01%	871
2022 Q4	$311K	Sell	20,871 -4,310	-17%	-$63.2K	﹤0.01%	1704
2022 Q3	$338K	Hold	25,181	–	–	﹤0.01%	1572
2022 Q2	$362K	Hold	25,181	–	–	﹤0.01%	1485
2022 Q1	$425K	Hold	25,181	–	–	﹤0.01%	1416
2021 Q4	$459K	Buy	+25,181	New	+$451K	﹤0.01%	1363

Other funds holding JSTC

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return

Creative Planning's JSTC Position: Q1 2026 in Review

Creative Planning held its Adasina Social Justice All Cap Global ETF (JSTC) position steady in Q1 2026 at 81,500 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Creative Planning first reported a position in JSTC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.66M in Q3 2025. 52 funds tracked by Wall St. Rank hold JSTC as of Q1 2026.

Creative Planning held 81,500 shares of Adasina Social Justice All Cap Global ETF worth $1.59M as of Q1 2026.
Creative Planning left its Adasina Social Justice All Cap Global ETF share count unchanged in Q1 2026.
Adasina Social Justice All Cap Global ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2086 holding.
Creative Planning first reported a position in Adasina Social Justice All Cap Global ETF in Q4 2021 and has held it in 18 quarters since.
Creative Planning's Adasina Social Justice All Cap Global ETF position peaked at $1.66M in Q3 2025.
52 funds tracked by Wall St. Rank held Adasina Social Justice All Cap Global ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.