Creative Planning
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Creative Planning’s Marqeta MQ Stock Holding History

Creative Planning’s Portfolio MQ Stock Details MQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.78M Sell
2025
Q1 		$1.64M Buy
2024
Q4 		$1.09M Buy
2024
Q3 		$290K Sell
2024
Q2 		$400K Buy
2024
Q1 		$270K Buy
2023
Q4 		$222K Buy
2023
Q3 		$157K Buy
2023
Q2 		$72.3K Buy
2023
Q1 		$63.4K Buy