Creative Planning’s QumulusAI QMLS Stock Holding History

Creative Planning’s Portfolio QMLS Stock Details QMLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$183K	Buy	+28,262	New	+$198K	﹤0.01%	3998

Other funds holding QMLS

WPG Advisers Baltimore, Maryland $184M AUM 16.93% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Creative Planning's QMLS Position: Q3 2026 in Review

Creative Planning opened a new position in QumulusAI (QMLS) in Q3 2026: 28,262 shares worth $183K. The stake represents ﹤0.01% of the portfolio and ranks #3998 among its holdings.

12 funds tracked by Wall St. Rank hold QMLS as of Q3 2026.

Creative Planning held 28,262 shares of QumulusAI worth $183K as of Q3 2026.
QumulusAI was a new Creative Planning position in Q3 2026.
QumulusAI made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3998 holding.
12 funds tracked by Wall St. Rank held QumulusAI as of Q3 2026.

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