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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's PSIX Position: Q1 2026 in Review

Creative Planning reduced its Power Solutions International (PSIX) stake by 27% in Q1 2026, selling an estimated $207K and leaving 7,751 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #3074.

Creative Planning first reported a position in PSIX in Q4 2013 and has held it in 6 quarters since. The position peaked at $1.06M in Q3 2025. 201 funds tracked by Wall St. Rank hold PSIX as of Q1 2026.

Creative Planning held 7,751 shares of Power Solutions International worth $472K as of Q1 2026.
Creative Planning sold 2,907 Power Solutions International shares in Q1 2026, an estimated $207K.
Power Solutions International made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3074 holding.
Creative Planning first reported a position in Power Solutions International in Q4 2013 and has held it in 6 quarters since.
Creative Planning's Power Solutions International position peaked at $1.06M in Q3 2025.
201 funds tracked by Wall St. Rank held Power Solutions International as of Q1 2026.

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