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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Creative Planning's REX Position: Q1 2026 in Review

Creative Planning increased its REX American Resources (REX) stake by 9.8% in Q1 2026, buying an estimated $91.5K and bringing the position to 28,247 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

Creative Planning first reported a position in REX in Q2 2013 and has held it in 25 quarters since. 233 funds tracked by Wall St. Rank hold REX as of Q1 2026.

  • Creative Planning held 28,247 shares of REX American Resources worth $1.29M as of Q1 2026.
  • Creative Planning bought 2,526 REX American Resources shares in Q1 2026, an estimated $91.5K.
  • REX American Resources made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2253 holding.
  • Creative Planning first reported a position in REX American Resources in Q2 2013 and has held it in 25 quarters since.
  • 233 funds tracked by Wall St. Rank held REX American Resources as of Q1 2026.

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