Creative Planning’s Oncolytics Biotech ONCY Stock Holding History

Creative Planning’s Portfolio ONCY Stock Details ONCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.69K	Sell	13,000 -500	-4%	-$406	﹤0.01%	4311
2026 Q2	$12.8K	Sell	13,500 -1,045	-7%	-$969	﹤0.01%	4212
2026 Q1	$12.3K	Buy	14,545 +1,215	+9%	+$1.21K	﹤0.01%	4064
2025 Q4	$11.6K	Hold	13,330	–	–	﹤0.01%	3869
2025 Q3	$18.7K	Hold	13,330	–	–	﹤0.01%	3822
2025 Q2	$10.3K	Hold	13,330	–	–	﹤0.01%	3622
2025 Q1	$7.33K	Hold	13,330	–	–	﹤0.01%	3433
2024 Q4	$12.2K	Buy	13,330 +3,000	+29%	+$3.12K	﹤0.01%	3373
2024 Q3	$9K	Buy	+10,330	New	+$10.1K	﹤0.01%	3173
2021 Q2	–	Sell	-170,000	Closed	-$648K	–	2438
2021 Q1	$648K	Sell	170,000 -10,000	-6%	-$29.8K	﹤0.01%	1266
2020 Q4	$428K	Buy	180,000 +10,000	+6%	+$24K	﹤0.01%	1407
2020 Q3	$287K	Buy	170,000 +60,000	+55%	+$110K	﹤0.01%	1441
2020 Q2	$207K	Buy	110,000 +17,000	+18%	+$32K	﹤0.01%	1511
2020 Q1	$128K	Buy	+93,000	New	+$232K	﹤0.01%	1485

Other funds holding ONCY

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Creative Planning's ONCY Position: Q3 2026 in Review

Creative Planning reduced its Oncolytics Biotech (ONCY) stake by 3.7% in Q3 2026, selling an estimated $406 and leaving 13,000 shares worth $8.69K. The position accounts for ﹤0.01% of the portfolio, ranked #4311.

Creative Planning first reported a position in ONCY in Q1 2020 and has held it in 14 quarters since. The position peaked at $648K in Q1 2021. 24 funds tracked by Wall St. Rank hold ONCY as of Q3 2026.

Creative Planning held 13,000 shares of Oncolytics Biotech worth $8.69K as of Q3 2026.
Creative Planning sold 500 Oncolytics Biotech shares in Q3 2026, an estimated $406.
Oncolytics Biotech made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4311 holding.
Creative Planning first reported a position in Oncolytics Biotech in Q1 2020 and has held it in 14 quarters since.
Creative Planning's Oncolytics Biotech position peaked at $648K in Q1 2021.
24 funds tracked by Wall St. Rank held Oncolytics Biotech as of Q3 2026.

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