Creative Planning’s FiscalNote NOTE Stock Holding History

Creative Planning’s Portfolio NOTE Stock Details NOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-939	Closed	-$6.05K	–	3979
2025 Q2	$6.05K	Buy	+939	New	+$7.04K	﹤0.01%	3637

Other funds holding NOTE

MCP

Maso Capital Partners Hong Kong $60.9M AUM 0.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

YAG

Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's NOTE Position: Q3 2025 in Review

Creative Planning sold out of FiscalNote (NOTE) in Q3 2025, closing a stake of 939 shares — an estimated $6.05K sold.

Creative Planning first reported a position in NOTE in Q2 2025 and held it in 1 quarter. The position peaked at $6.05K in Q2 2025. 47 funds tracked by Wall St. Rank hold NOTE as of Q3 2025.

Creative Planning reported no remaining FiscalNote position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 939 FiscalNote shares in Q3 2025, an estimated $6.05K.
Creative Planning first reported a position in FiscalNote in Q2 2025 and held it in 1 quarter.
Creative Planning's FiscalNote position peaked at $6.05K in Q2 2025.
47 funds tracked by Wall St. Rank held FiscalNote as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.