Creative Planning’s Syntec Optics OPTX Stock Holding History

Creative Planning’s Portfolio OPTX Stock Details OPTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$101K	Buy	+12,196	New	+$96.6K	﹤0.01%	4128

Other funds holding OPTX

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return

Creative Planning's OPTX Position: Q3 2026 in Review

Creative Planning opened a new position in Syntec Optics (OPTX) in Q3 2026: 12,196 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #4128 among its holdings.

12 funds tracked by Wall St. Rank hold OPTX as of Q3 2026.

Creative Planning held 12,196 shares of Syntec Optics worth $101K as of Q3 2026.
Syntec Optics was a new Creative Planning position in Q3 2026.
Syntec Optics made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4128 holding.
12 funds tracked by Wall St. Rank held Syntec Optics as of Q3 2026.

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