Creative Planning
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Creative Planning’s REX American Resources REX Stock Holding History

Creative Planning’s Portfolio REX Stock Details REX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.03M Buy
44,901
+16,654
+59% +$770K ﹤0.01% 2073
2026
Q1 		$1.29M Buy
28,247
+2,526
+10% +$91.5K ﹤0.01% 2253
2025
Q4 		$831K Buy
25,721
+1,927
+8% +$62.8K ﹤0.01% 2428
2025
Q3 		$729K Buy
23,794
+1,736
+8% +$49.4K ﹤0.01% 2403
2025
Q2 		$537K Buy
22,058
+6,602
+43% +$139K ﹤0.01% 2413
2025
Q1 		$290K Buy
15,456
+5,446
+54% +$109K ﹤0.01% 2783
2024
Q4 		$209K Sell
10,010
-1,792
-15% -$39.6K ﹤0.01% 2946
2024
Q3 		$273K Sell
11,802
-4,234
-26% -$96.4K ﹤0.01% 2596
2024
Q2 		$366K Buy
16,036
+1,826
+13% +$48.7K ﹤0.01% 2198
2024
Q1 		$417K Buy
+14,210
New +$313K ﹤0.01% 1996
2017
Q3 		– Sell
-2,430
Closed -$39K – 3318
2017
Q2 		$39K Buy
2,430
+30
+1% +$476 ﹤0.01% 2713
2017
Q1 		$36K Sell
2,400
-1,800
-43% -$25.5K ﹤0.01% 2708
2016
Q4 		$69K Hold
4,200
– – ﹤0.01% 2133
2016
Q3 		$59K Buy
4,200
+1,800
+75% +$21.9K ﹤0.01% 2231
2016
Q2 		$24K Hold
2,400
– – ﹤0.01% 2668
2016
Q1 		$22K Hold
2,400
– – ﹤0.01% 2697
2015
Q4 		$22K Hold
2,400
– – ﹤0.01% 2779
2015
Q3 		$20K Buy
+2,400
New +$21.4K ﹤0.01% 2730
2015
Q2 		– Sell
-13,362
Closed -$135K – 2579
2015
Q1 		$135K Buy
13,362
+8,922
+201% +$85.7K ﹤0.01% 1405
2014
Q4 		$46K Hold
4,440
– – ﹤0.01% 2065
2014
Q3 		$54K Hold
4,440
– – ﹤0.01% 1873
2014
Q2 		$54K Sell
4,440
-1,800
-29% -$19.8K ﹤0.01% 1829
2014
Q1 		$59K Buy
6,240
+2,040
+49% +$15.6K ﹤0.01% 1702
2013
Q4 		$31K Hold
4,200
– – ﹤0.01% 1932
2013
Q3 		$22K Hold
4,200
– – ﹤0.01% 2038
2013
Q2 		$20K Buy
+4,200
New +$16.7K ﹤0.01% 1931

Other funds holding REX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Creative Planning's REX Position: Q2 2026 in Review

Creative Planning increased its REX American Resources (REX) stake by 59% in Q2 2026, buying an estimated $770K and bringing the position to 44,901 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

Creative Planning first reported a position in REX in Q2 2013 and has held it in 26 quarters since. 231 funds tracked by Wall St. Rank hold REX as of Q2 2026.

  • Creative Planning held 44,901 shares of REX American Resources worth $2.03M as of Q2 2026.
  • Creative Planning bought 16,654 REX American Resources shares in Q2 2026, an estimated $770K.
  • REX American Resources made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2073 holding.
  • Creative Planning first reported a position in REX American Resources in Q2 2013 and has held it in 26 quarters since.
  • 231 funds tracked by Wall St. Rank held REX American Resources as of Q2 2026.

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