Creative Planning’s Lifezone Metals LZM Stock Holding History

Creative Planning’s Portfolio LZM Stock Details LZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$938K	Buy	249,504 +104,020	+71%	+$397K	﹤0.01%	2809
2026 Q2	$564K	Buy	145,484 +4,590	+3%	+$21.4K	﹤0.01%	3102
2026 Q1	$473K	Sell	140,894 -70,657	-33%	-$328K	﹤0.01%	3071
2025 Q4	$903K	Sell	211,551 -181,406	-46%	-$820K	﹤0.01%	2362
2025 Q3	$2.15M	Buy	392,957 +284,006	+261%	+$1.31M	﹤0.01%	1487
2025 Q2	$449K	Sell	108,951 -16,204	-13%	-$60.3K	﹤0.01%	2561
2025 Q1	$523K	Buy	125,155 +47,151	+60%	+$264K	﹤0.01%	2242
2024 Q4	$542K	Buy	78,004 +53,109	+213%	+$355K	﹤0.01%	2148
2024 Q3	$174K	Buy	+24,895	New	+$174K	﹤0.01%	2885

Other funds holding LZM

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

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Creative Planning's LZM Position: Q3 2026 in Review

Creative Planning increased its Lifezone Metals (LZM) stake by 71% in Q3 2026, buying an estimated $397K and bringing the position to 249,504 shares worth $938K. The position accounts for ﹤0.01% of the portfolio, ranked #2809.

Creative Planning first reported a position in LZM in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.15M in Q3 2025. 27 funds tracked by Wall St. Rank hold LZM as of Q3 2026.

Creative Planning held 249,504 shares of Lifezone Metals worth $938K as of Q3 2026.
Creative Planning bought 104,020 Lifezone Metals shares in Q3 2026, an estimated $397K.
Lifezone Metals made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #2809 holding.
Creative Planning first reported a position in Lifezone Metals in Q3 2024 and has held it in 9 quarters since.
Creative Planning's Lifezone Metals position peaked at $2.15M in Q3 2025.
27 funds tracked by Wall St. Rank held Lifezone Metals as of Q3 2026.

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