Creative Planning
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Creative Planning’s McEwen Inc MUX Stock Holding History

Creative Planning’s Portfolio MUX Stock Details MUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.68M Buy
+94,177
New +$1.77M ﹤0.01% 2333
2022
Q3 		– Sell
-1,988
Closed -$9K – 2406
2022
Q2 		$9K Buy
1,988
+11
+0.6% +$68 ﹤0.01% 2199
2022
Q1 		$17K Hold
1,977
– – ﹤0.01% 2154
2021
Q4 		$18K Hold
1,977
– – ﹤0.01% 2043
2021
Q3 		$21K Hold
1,977
– – ﹤0.01% 2042
2021
Q2 		$27K Sell
1,977
-934
-32% -$12.4K ﹤0.01% 1976
2021
Q1 		$30K Buy
2,911
+733
+34% +$8.04K ﹤0.01% 2406
2020
Q4 		$21K Buy
+2,178
New +$22.3K ﹤0.01% 2180
2018
Q3 		– Sell
-1,209
Closed -$25K – 2139
2018
Q2 		$25K Buy
+1,209
New +$25.8K ﹤0.01% 1896
2017
Q3 		– Sell
-812
Closed -$21K – 3032
2017
Q2 		$21K Hold
812
– – ﹤0.01% 3159
2017
Q1 		$25K Sell
812
-10
-1% -$360 ﹤0.01% 2972
2016
Q4 		$24K Buy
822
+300
+57% +$9.28K ﹤0.01% 2961
2016
Q3 		$19K Buy
522
+417
+397% +$17.2K ﹤0.01% 3095
2016
Q2 		$4K Hold
105
– – ﹤0.01% 3754
2016
Q1 		$2K Sell
105
-700
-87% -$10.9K ﹤0.01% 3966
2015
Q4 		$9K Buy
805
+700
+667% +$6.57K ﹤0.01% 3364
2015
Q3 		$1K Buy
+105
New +$869 ﹤0.01% 4118
2015
Q2 		– Sell
-850
Closed -$9K – 2310
2015
Q1 		$9K Sell
850
-3,140
-79% -$35.2K ﹤0.01% 3258
2014
Q4 		$44K Buy
3,990
+2,990
+299% +$41.9K ﹤0.01% 2091
2014
Q3 		$20K Sell
1,000
-240
-19% -$6.42K ﹤0.01% 2542
2014
Q2 		$36K Buy
1,240
+335
+37% +$8.08K ﹤0.01% 2104
2014
Q1 		$21K Sell
905
-100
-10% -$2.69K ﹤0.01% 2338
2013
Q4 		$20K Sell
1,005
-1,480
-60% -$30.2K ﹤0.01% 2188
2013
Q3 		$60K Buy
2,485
+1,480
+147% +$33.6K ﹤0.01% 1405
2013
Q2 		$17K Buy
+1,005
New +$22.4K ﹤0.01% 2024

Other funds holding MUX

U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Creative Planning's MUX Position: Q3 2026 in Review

Creative Planning opened a new position in McEwen Inc (MUX) in Q3 2026: 94,177 shares worth $1.68M. The stake represents ﹤0.01% of the portfolio and ranks #2333 among its holdings. This is a return to the name: Creative Planning previously reported a position in MUX as recently as Q2 2022.

Creative Planning first reported a position in MUX in Q2 2013 and has held it in 25 quarters since. 31 funds tracked by Wall St. Rank hold MUX as of Q3 2026.

  • Creative Planning held 94,177 shares of McEwen Inc worth $1.68M as of Q3 2026.
  • McEwen Inc was a new Creative Planning position in Q3 2026.
  • McEwen Inc made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #2333 holding.
  • Creative Planning first reported a position in McEwen Inc in Q2 2013 and has held it in 25 quarters since.
  • 31 funds tracked by Wall St. Rank held McEwen Inc as of Q3 2026.

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