Creative Planning
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Creative Planning’s ePlus PLUS Stock Holding History

Creative Planning’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.61M Buy
34,739
+3,008
+9% +$247K ﹤0.01% 1692
2025
Q4 		$2.78M Buy
31,731
+13,124
+71% +$1.08M ﹤0.01% 1439
2025
Q3 		$1.32M Buy
18,607
+8,465
+83% +$597K ﹤0.01% 1867
2025
Q2 		$731K Sell
10,142
-2,515
-20% -$165K ﹤0.01% 2116
2025
Q1 		$772K Buy
12,657
+12,640
+74,353% +$894K ﹤0.01% 1932
2024
Q4 		$1.26K Sell
17
-2,826
-99% -$247K ﹤0.01% 3509
2024
Q3 		$280K Buy
+2,843
New +$250K ﹤0.01% 2575
2024
Q2 		– Sell
-2,966
Closed -$233K – 3145
2024
Q1 		$233K Buy
+2,966
New +$231K ﹤0.01% 2452
2015
Q2 		– Sell
-1,168
Closed -$25K – 2490
2015
Q1 		$25K Buy
+1,168
New +$22.7K ﹤0.01% 2559

Other funds holding PLUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return