Creative Planning
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Creative Planning’s Myomo MYO Stock Holding History

Creative Planning’s Portfolio MYO Stock Details MYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.7K Buy
+18,010
New +$17.6K ﹤0.01% 4196
2026
Q1 		– Sell
-11,814
Closed -$10.8K – 4164
2025
Q4 		$10.8K Buy
+11,814
New +$11.3K ﹤0.01% 3871

Other funds holding MYO

RA
Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

Creative Planning's MYO Position: Q2 2026 in Review

Creative Planning opened a new position in Myomo (MYO) in Q2 2026: 18,010 shares worth $18.7K. The stake represents ﹤0.01% of the portfolio and ranks #4196 among its holdings. This is a return to the name: Creative Planning previously reported a position in MYO as recently as Q4 2025.

Creative Planning first reported a position in MYO in Q4 2025 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold MYO as of Q2 2026.

  • Creative Planning held 18,010 shares of Myomo worth $18.7K as of Q2 2026.
  • Myomo was a new Creative Planning position in Q2 2026.
  • Myomo made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4196 holding.
  • Creative Planning first reported a position in Myomo in Q4 2025 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Myomo as of Q2 2026.

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