Creative Planning
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Creative Planning’s Malibu Boats MBUU Stock Holding History

Creative Planning’s Portfolio MBUU Stock Details MBUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$297K Buy
9,471
+453
+5% +$14.2K ﹤0.01% 2890
2025
Q1 		$277K Buy
9,018
+2,117
+31% +$65K ﹤0.01% 2820
2024
Q4 		$259K Buy
6,901
+1,145
+20% +$43K ﹤0.01% 2778
2024
Q3 		$223K Buy
+5,756
New +$223K ﹤0.01% 2747