Creative Planning
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Creative Planning’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Creative Planning’s Portfolio OGIG Stock Details OGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,247
Closed -$57.4K – 3656
2024
Q4 		$57.4K Buy
+1,247
New +$56.6K ﹤0.01% 3230

Other funds holding OGIG

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Creative Planning's OGIG Position: Q1 2025 in Review

Creative Planning sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q1 2025, closing a stake of 1,247 shares — an estimated $57.4K sold.

Creative Planning first reported a position in OGIG in Q4 2024 and held it in 1 quarter. The position peaked at $57.4K in Q4 2024. 53 funds tracked by Wall St. Rank hold OGIG as of Q1 2025.

  • Creative Planning reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 1,247 ALPS O'Shares Global Internet Giants ETF shares in Q1 2025, an estimated $57.4K.
  • Creative Planning first reported a position in ALPS O'Shares Global Internet Giants ETF in Q4 2024 and held it in 1 quarter.
  • Creative Planning's ALPS O'Shares Global Internet Giants ETF position peaked at $57.4K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.