Creative Planning

Creative Planning’s SIGA Technologies SIGA Stock Holding History

Creative Planning’s Portfolio SIGA Stock Details SIGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$902K	Buy	168,555 +96,274	+133%	+$600K	﹤0.01%	2545
2025 Q4	$442K	Buy	72,281 +15,322	+27%	+$109K	﹤0.01%	2942
2025 Q3	$521K	Buy	56,959 +22,413	+65%	+$179K	﹤0.01%	2682
2025 Q2	$225K	Sell	34,546 -3,141	-8%	-$18.8K	﹤0.01%	3136
2025 Q1	$207K	Sell	37,687 -1,560	-4%	-$9.24K	﹤0.01%	3044
2024 Q4	$236K	Buy	39,247 +110	+0.3%	+$735	﹤0.01%	2851
2024 Q3	$264K	Buy	39,137 +7,114	+22%	+$62.1K	﹤0.01%	2626
2024 Q2	$243K	Buy	32,023 +3,156	+11%	+$25.7K	﹤0.01%	2523
2024 Q1	$247K	Sell	28,867 -9,556	-25%	-$54.6K	﹤0.01%	2413
2023 Q4	$215K	Buy	38,423 +11,566	+43%	+$62K	﹤0.01%	2359
2023 Q3	$141K	Buy	+26,857	New	+$132K	﹤0.01%	2331
2021 Q2	–	Sell	-10,030	Closed	-$65K	–	2519
2021 Q1	$65K	Hold	10,030	–	–	﹤0.01%	2320
2020 Q4	$73K	Hold	10,030	–	–	﹤0.01%	2065
2020 Q3	$69K	Hold	10,030	–	–	﹤0.01%	1876
2020 Q2	$59K	Buy	10,030 +30	+0.3%	+$171	﹤0.01%	1744
2020 Q1	$48K	Hold	10,000	–	–	﹤0.01%	1635
2019 Q4	$48K	Hold	10,000	–	–	﹤0.01%	1827
2019 Q3	$51K	Hold	10,000	–	–	﹤0.01%	1788
2019 Q2	$57K	Hold	10,000	–	–	﹤0.01%	1804
2019 Q1	$60K	Hold	10,000	–	–	﹤0.01%	1763
2018 Q4	$79K	Hold	10,000	–	–	﹤0.01%	1660
2018 Q3	$69K	Hold	10,000	–	–	﹤0.01%	1840
2018 Q2	$59K	Sell	10,000 -7,166	-42%	-$46.5K	﹤0.01%	1835
2018 Q1	$105K	Buy	+17,166	New	+$104K	﹤0.01%	1742
2015 Q1	–	Sell	-10,000	Closed	-$14K	–	4386
2014 Q4	$14K	Sell	10,000 -5,000	-33%	-$7.57K	﹤0.01%	2921
2014 Q3	$22K	Hold	15,000	–	–	﹤0.01%	2488
2014 Q2	$42K	Buy	+15,000	New	+$42K	﹤0.01%	1987

Other funds holding SIGA

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

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return