Creative Planning
MSTU

Creative Planning’s T-Rex 2X Long MSTR Daily Target ETF MSTU Stock Holding History

Creative Planning’s Portfolio MSTU Stock Details MSTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$579K Buy
136,271
+49,470
+57% +$322K ﹤0.01% 2910
2025
Q4 		$721K Sell
86,801
-26
-0% -$615 ﹤0.01% 2545
2025
Q3 		$4.04M Sell
86,827
-1,336
-2% -$91.4K ﹤0.01% 1007
2025
Q2 		$7.63M Sell
88,163
-1,550
-2% -$117K 0.01% 603
2025
Q1 		$4.9M Buy
+89,713
New +$7.23M ﹤0.01% 715

Other funds holding MSTU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Creative Planning's MSTU Position: Q1 2026 in Review

Creative Planning increased its T-Rex 2X Long MSTR Daily Target ETF (MSTU) stake by 57% in Q1 2026, buying an estimated $322K and bringing the position to 136,271 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #2910.

Creative Planning first reported a position in MSTU in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.63M in Q2 2025. 33 funds tracked by Wall St. Rank hold MSTU as of Q1 2026.

  • Creative Planning held 136,271 shares of T-Rex 2X Long MSTR Daily Target ETF worth $579K as of Q1 2026.
  • Creative Planning bought 49,470 T-Rex 2X Long MSTR Daily Target ETF shares in Q1 2026, an estimated $322K.
  • T-Rex 2X Long MSTR Daily Target ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2910 holding.
  • Creative Planning first reported a position in T-Rex 2X Long MSTR Daily Target ETF in Q1 2025 and has held it in 5 quarters since.
  • Creative Planning's T-Rex 2X Long MSTR Daily Target ETF position peaked at $7.63M in Q2 2025.
  • 33 funds tracked by Wall St. Rank held T-Rex 2X Long MSTR Daily Target ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.