Creative Planning’s RJ ClariVest Capital Appreciation ETF RJCA Stock Holding History

Creative Planning’s Portfolio RJCA Stock Details RJCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$560K	Buy	+7,541	New	+$548K	﹤0.01%	3204

Other funds holding RJCA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Advisortrust Partners Raleigh, North Carolina $318M AUM 23.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.34B AUM 20.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Creative Planning's RJCA Position: Q3 2026 in Review

Creative Planning opened a new position in RJ ClariVest Capital Appreciation ETF (RJCA) in Q3 2026: 7,541 shares worth $560K. The stake represents ﹤0.01% of the portfolio and ranks #3204 among its holdings.

18 funds tracked by Wall St. Rank hold RJCA as of Q3 2026.

Creative Planning held 7,541 shares of RJ ClariVest Capital Appreciation ETF worth $560K as of Q3 2026.
RJ ClariVest Capital Appreciation ETF was a new Creative Planning position in Q3 2026.
RJ ClariVest Capital Appreciation ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3204 holding.
18 funds tracked by Wall St. Rank held RJ ClariVest Capital Appreciation ETF as of Q3 2026.

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