Creative Planning’s PSQ Holdings Warrants PSQH.WS Stock Holding History

Creative Planning’s Portfolio PSQH.WS Stock Details PSQH.WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$175	Hold	10,000	–	–	﹤0.01%	4399
2026 Q2	$401	Hold	10,000	–	–	﹤0.01%	4285
2026 Q1	$444	Hold	10,000	–	–	﹤0.01%	4090
2025 Q4	$950	Hold	10,000	–	–	﹤0.01%	3886
2025 Q3	$1.9K	Buy	+10,000	New	+$2.18K	﹤0.01%	3876

Other funds holding PSQH.WS

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning's PSQH.WS Position: Q3 2026 in Review

Creative Planning held its PSQ Holdings Warrants (PSQH.WS) position steady in Q3 2026 at 10,000 shares worth $175. The position accounts for ﹤0.01% of the portfolio, ranked #4399.

Creative Planning first reported a position in PSQH.WS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.9K in Q3 2025. 5 funds tracked by Wall St. Rank hold PSQH.WS as of Q3 2026.

Creative Planning held 10,000 shares of PSQ Holdings Warrants worth $175 as of Q3 2026.
Creative Planning left its PSQ Holdings Warrants share count unchanged in Q3 2026.
PSQ Holdings Warrants made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4399 holding.
Creative Planning first reported a position in PSQ Holdings Warrants in Q3 2025 and has held it in 5 quarters since.
Creative Planning's PSQ Holdings Warrants position peaked at $1.9K in Q3 2025.
5 funds tracked by Wall St. Rank held PSQ Holdings Warrants as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.