Creative Planning’s ON24 ONTF Stock Holding History

Creative Planning’s Portfolio ONTF Stock Details ONTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,056	Closed	-$81.5K	–	4376
2026 Q1	$81.5K	Buy	+10,056	New	+$80.4K	﹤0.01%	3934
2023 Q3	–	Sell	-11,084	Closed	-$90K	–	2999
2023 Q2	$90K	Sell	11,084 -127	-1%	-$1.05K	﹤0.01%	2362
2023 Q1	$98.2K	Sell	11,211 -187	-2%	-$1.65K	﹤0.01%	2263
2022 Q4	$98.4K	Buy	+11,398	New	+$91.4K	﹤0.01%	2149

Other funds holding ONTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's ONTF Position: Q2 2026 in Review

Creative Planning sold out of ON24 (ONTF) in Q2 2026, closing a stake of 10,056 shares — an estimated $81.5K sold.

Creative Planning first reported a position in ONTF in Q4 2022 and held it in 4 quarters. The position peaked at $98.4K in Q4 2022. 1 fund tracked by Wall St. Rank holds ONTF as of Q2 2026.

Creative Planning reported no remaining ON24 position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 10,056 ON24 shares in Q2 2026, an estimated $81.5K.
Creative Planning first reported a position in ON24 in Q4 2022 and held it in 4 quarters.
Creative Planning's ON24 position peaked at $98.4K in Q4 2022.
1 fund tracked by Wall St. Rank held ON24 as of Q2 2026.

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