Creative Planning’s Odyssey Marine Exploration OMEX Stock Holding History

Creative Planning’s Portfolio OMEX Stock Details OMEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,000	Closed	-$13.2K	–	3654
2024 Q3	$13.2K	Buy	16,000 +6,000	+60%	+$22.5K	﹤0.01%	3162
2024 Q2	$48.8K	Buy	+10,000	New	+$42.9K	﹤0.01%	2925
2017 Q3	–	Sell	-10	Closed	–	–	3132
2017 Q2	$0	Hold	10	–	–	﹤0.01%	4758
2017 Q1	$0	Hold	10	–	–	﹤0.01%	4841
2016 Q4	$0	Hold	10	–	–	﹤0.01%	4767
2016 Q3	$0	Hold	10	–	–	﹤0.01%	4686
2016 Q2	$0	Hold	10	–	–	﹤0.01%	4458
2016 Q1	$0	Buy	+10	New	+$36	﹤0.01%	4462
2015 Q2	–	Sell	-8	Closed	–	–	2400
2015 Q1	$0	Hold	8	–	–	﹤0.01%	4347
2014 Q4	$0	Hold	8	–	–	﹤0.01%	4293
2014 Q3	$0	Sell	8 -417	-98%	-$6.08K	﹤0.01%	4109
2014 Q2	$9K	Buy	425 +8	+2%	+$172	﹤0.01%	2935
2014 Q1	$11K	Hold	417	–	–	﹤0.01%	2715
2013 Q4	$10K	Buy	+417	New	+$11.6K	﹤0.01%	2563

Other funds holding OMEX

TSC

Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

SIG

Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's OMEX Position: Q4 2024 in Review

Creative Planning sold out of Odyssey Marine Exploration (OMEX) in Q4 2024, closing a stake of 16,000 shares — an estimated $13.2K sold.

Creative Planning first reported a position in OMEX in Q4 2013 and held it in 14 quarters. The position peaked at $48.8K in Q2 2024. 39 funds tracked by Wall St. Rank hold OMEX as of Q4 2024.

Creative Planning reported no remaining Odyssey Marine Exploration position as of Q4 2024 after selling out during the quarter.
Creative Planning sold 16,000 Odyssey Marine Exploration shares in Q4 2024, an estimated $13.2K.
Creative Planning first reported a position in Odyssey Marine Exploration in Q4 2013 and held it in 14 quarters.
Creative Planning's Odyssey Marine Exploration position peaked at $48.8K in Q2 2024.
39 funds tracked by Wall St. Rank held Odyssey Marine Exploration as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.