Creative Planning
RUMBW

Creative Planning’s RUM Group Inc Warrant RUMBW Stock Holding History

Creative Planning’s Portfolio RUMBW Stock Details RUMBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23K Buy
21,500
+10,000
+87% +$15.1K ﹤0.01% 4042
2025
Q4 		$22.3K Hold
11,500
– – ﹤0.01% 3842
2025
Q3 		$22.9K Buy
11,500
+1,000
+10% +$2.51K ﹤0.01% 3812
2025
Q2 		$32.6K Buy
+10,500
New +$31.3K ﹤0.01% 3560

Other funds holding RUMBW

ZA
Zazove Associates Incline Village, Nevada $2.11B AUM 1.81% 1-Year Est. Return
BFM
Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
CF
Cantor Fitzgerald New York $2.76B AUM 29.01% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return