Creative Planning
PPTA

Creative Planning’s Perpetua Resources PPTA Stock Holding History

Creative Planning’s Portfolio PPTA Stock Details PPTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,519
Closed -$400K – 4179
2025
Q4 		$400K Buy
16,519
+1,841
+13% +$45.3K ﹤0.01% 3027
2025
Q3 		$297K Buy
14,678
+3,643
+33% +$61.5K ﹤0.01% 3152
2025
Q2 		$134K Buy
+11,035
New +$149K ﹤0.01% 3367

Other funds holding PPTA

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Creative Planning's PPTA Position: Q1 2026 in Review

Creative Planning sold out of Perpetua Resources (PPTA) in Q1 2026, closing a stake of 16,519 shares — an estimated $400K sold.

Creative Planning first reported a position in PPTA in Q2 2025 and held it in 3 quarters. The position peaked at $400K in Q4 2025. 267 funds tracked by Wall St. Rank hold PPTA as of Q1 2026.

  • Creative Planning reported no remaining Perpetua Resources position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 16,519 Perpetua Resources shares in Q1 2026, an estimated $400K.
  • Creative Planning first reported a position in Perpetua Resources in Q2 2025 and held it in 3 quarters.
  • Creative Planning's Perpetua Resources position peaked at $400K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Perpetua Resources as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.