Creative Planning
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Creative Planning’s Rocket Companies RKT Stock Holding History

Creative Planning’s Portfolio RKT Stock Details RKT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$816K Buy
2025
Q2 		$258K Buy
2025
Q1 		$188K Buy
2023
Q2 		– Sell
2023
Q1 		$553K Buy
2021
Q3 		– Sell
2021
Q2 		$215K Sell
2021
Q1 		$300K Sell
2020
Q4 		$306K Sell
2020
Q3 		$328K Buy