Creative Planning
PLUS icon

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
Q2 		$2.84M Sell
34,173
-566
-2% -$47.1K ﹤0.01% 1824
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 – 2488
2015
Q1 		$25K Buy
+1,168
New +$22.7K ﹤0.01% 2559

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Creative Planning's PLUS Position: Q2 2026 in Review

Creative Planning reduced its ePlus (PLUS) stake by 1.6% in Q2 2026, selling an estimated $47.1K and leaving 34,173 shares worth $2.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Creative Planning first reported a position in PLUS in Q1 2015 and has held it in 10 quarters since. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Creative Planning held 34,173 shares of ePlus worth $2.84M as of Q2 2026.
  • Creative Planning sold 566 ePlus shares in Q2 2026, an estimated $47.1K.
  • ePlus made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1824 holding.
  • Creative Planning first reported a position in ePlus in Q1 2015 and has held it in 10 quarters since.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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