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 Q2	$233K	Buy	14,384 +757	+6%	+$41.5K	﹤0.01%	3767
2026 Q1	$579K	Buy	13,627 +4,947	+57%	+$322K	﹤0.01%	2910
2025 Q4	$721K	Sell	8,680 -3	-0%	-$709	﹤0.01%	2545
2025 Q3	$4.04M	Sell	8,683 -133	-2%	-$91K	﹤0.01%	1007
2025 Q2	$7.63M	Sell	8,816 -155	-2%	-$117K	0.01%	603
2025 Q1	$4.9M	Buy	+8,971	New	+$7.23M	﹤0.01%	715

Other funds holding MSTU

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

SRL

Scientech Research LLC Jersey City, New Jersey $123M AUM 198.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's MSTU Position: Q2 2026 in Review

Creative Planning increased its T-Rex 2X Long MSTR Daily Target ETF (MSTU) stake by 5.6% in Q2 2026, buying an estimated $41.5K and bringing the position to 14,384 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #3767.

Creative Planning first reported a position in MSTU in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.63M in Q2 2025. 39 funds tracked by Wall St. Rank hold MSTU as of Q2 2026.

Creative Planning held 14,384 shares of T-Rex 2X Long MSTR Daily Target ETF worth $233K as of Q2 2026.
Creative Planning bought 757 T-Rex 2X Long MSTR Daily Target ETF shares in Q2 2026, an estimated $41.5K.
T-Rex 2X Long MSTR Daily Target ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3767 holding.
Creative Planning first reported a position in T-Rex 2X Long MSTR Daily Target ETF in Q1 2025 and has held it in 6 quarters since.
Creative Planning's T-Rex 2X Long MSTR Daily Target ETF position peaked at $7.63M in Q2 2025.
39 funds tracked by Wall St. Rank held T-Rex 2X Long MSTR Daily Target ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.