Creative Planning
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Creative Planning’s Liquidity Services LQDT Stock Holding History

Creative Planning’s Portfolio LQDT Stock Details LQDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$299K Buy
7,654
+371
+5% +$13.1K ﹤0.01% 3561
2026
Q1 		$223K Sell
7,283
-39
-0.5% -$1.21K ﹤0.01% 3657
2025
Q4 		$222K Buy
+7,322
New +$197K ﹤0.01% 3470
2025
Q1 		– Sell
-425
Closed -$13.7K – 3620
2024
Q4 		$13.7K Buy
+425
New +$10.8K ﹤0.01% 3366
2023
Q2 		– Sell
-38
Closed -$501 – 2747
2023
Q1 		$501 Buy
+38
New +$517 ﹤0.01% 2582
2017
Q3 		– Sell
-1,200
Closed -$8K – 2918
2017
Q2 		$8K Hold
1,200
– – ﹤0.01% 3755
2017
Q1 		$10K Hold
1,200
– – ﹤0.01% 3595
2016
Q4 		$12K Sell
1,200
-5,000
-81% -$47.8K ﹤0.01% 3421
2016
Q3 		$70K Buy
6,200
+5,000
+417% +$46.2K ﹤0.01% 2106
2016
Q2 		$9K Hold
1,200
– – ﹤0.01% 3314
2016
Q1 		$6K Hold
1,200
– – ﹤0.01% 3500
2015
Q4 		$8K Hold
1,200
– – ﹤0.01% 3415
2015
Q3 		$9K Buy
+1,200
New +$9.96K ﹤0.01% 3268
2015
Q2 		– Sell
-1,000
Closed -$10K – 2169
2015
Q1 		$10K Hold
1,000
– – ﹤0.01% 3191
2014
Q4 		$8K Sell
1,000
-50
-5% -$545 ﹤0.01% 3236
2014
Q3 		$14K Sell
1,050
-1,100
-51% -$15.8K ﹤0.01% 2745
2014
Q2 		$34K Buy
+2,150
New +$35K ﹤0.01% 2142
2013
Q3 		– Sell
-5,835
Closed -$202K – 3288
2013
Q2 		$202K Buy
+5,835
New +$201K ﹤0.01% 683

Other funds holding LQDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Creative Planning's LQDT Position: Q2 2026 in Review

Creative Planning increased its Liquidity Services (LQDT) stake by 5.1% in Q2 2026, buying an estimated $13.1K and bringing the position to 7,654 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #3561.

Creative Planning first reported a position in LQDT in Q2 2013 and has held it in 18 quarters since. 222 funds tracked by Wall St. Rank hold LQDT as of Q2 2026.

  • Creative Planning held 7,654 shares of Liquidity Services worth $299K as of Q2 2026.
  • Creative Planning bought 371 Liquidity Services shares in Q2 2026, an estimated $13.1K.
  • Liquidity Services made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3561 holding.
  • Creative Planning first reported a position in Liquidity Services in Q2 2013 and has held it in 18 quarters since.
  • 222 funds tracked by Wall St. Rank held Liquidity Services as of Q2 2026.

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