Creative Planning’s Innovative Eyewear LUCY Stock Holding History

Creative Planning’s Portfolio LUCY Stock Details LUCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,446	Closed	-$24.2K	–	3265
2024 Q2	$24.2K	Buy	2,446 +1,631	+200%	+$11.7K	﹤0.01%	2978
2024 Q1	$4.45K	Buy	+815	New	+$6.32K	﹤0.01%	2888

Other funds holding LUCY

HCM

Heights Capital Management San Francisco, California $359M AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SRL

Scientech Research LLC Jersey City, New Jersey $120M AUM 73.62% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Creative Planning's LUCY Position: Q3 2024 in Review

Creative Planning sold out of Innovative Eyewear (LUCY) in Q3 2024, closing a stake of 2,446 shares — an estimated $24.2K sold.

Creative Planning first reported a position in LUCY in Q1 2024 and held it in 2 quarters. The position peaked at $24.2K in Q2 2024. 8 funds tracked by Wall St. Rank hold LUCY as of Q3 2024.

Creative Planning reported no remaining Innovative Eyewear position as of Q3 2024 after selling out during the quarter.
Creative Planning sold 2,446 Innovative Eyewear shares in Q3 2024, an estimated $24.2K.
Creative Planning first reported a position in Innovative Eyewear in Q1 2024 and held it in 2 quarters.
Creative Planning's Innovative Eyewear position peaked at $24.2K in Q2 2024.
8 funds tracked by Wall St. Rank held Innovative Eyewear as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.