Creative Planning
PSIX

Creative Planning’s Power Solutions International PSIX Stock Holding History

Creative Planning’s Portfolio PSIX Stock Details PSIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$358K Buy
9,209
+1,458
+19% +$80.1K ﹤0.01% 3432
2026
Q1 		$472K Sell
7,751
-2,907
-27% -$207K ﹤0.01% 3074
2025
Q4 		$609K Sell
10,658
-161
-1% -$11.5K ﹤0.01% 2668
2025
Q3 		$1.06M Buy
10,819
+196
+2% +$17.4K ﹤0.01% 2055
2025
Q2 		$687K Buy
+10,623
New +$394K ﹤0.01% 2181
2017
Q1 		– Sell
-100
Closed -$1K – 4946
2016
Q4 		$1K Buy
+100
New +$1.1K ﹤0.01% 4513
2014
Q1 		– Sell
-50
Closed -$4K – 3778
2013
Q4 		$4K Buy
+50
New +$3.28K ﹤0.01% 2934

Other funds holding PSIX

Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
OCM
OLP Capital Management Causeway Bay, Hong Kong $400M AUM 17.8% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's PSIX Position: Q2 2026 in Review

Creative Planning increased its Power Solutions International (PSIX) stake by 19% in Q2 2026, buying an estimated $80.1K and bringing the position to 9,209 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #3432.

Creative Planning first reported a position in PSIX in Q4 2013 and has held it in 7 quarters since. The position peaked at $1.06M in Q3 2025. 158 funds tracked by Wall St. Rank hold PSIX as of Q2 2026.

  • Creative Planning held 9,209 shares of Power Solutions International worth $358K as of Q2 2026.
  • Creative Planning bought 1,458 Power Solutions International shares in Q2 2026, an estimated $80.1K.
  • Power Solutions International made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3432 holding.
  • Creative Planning first reported a position in Power Solutions International in Q4 2013 and has held it in 7 quarters since.
  • Creative Planning's Power Solutions International position peaked at $1.06M in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Power Solutions International as of Q2 2026.

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