Creative Planning
SLI

Creative Planning’s Standard Lithium SLI Stock Holding History

Creative Planning’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.8K Sell
10,841
-2,360
-18% -$8.59K ﹤0.01% 4168
2026
Q1 		$45K Buy
+13,201
New +$59.1K ﹤0.01% 3992

Other funds holding SLI

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.31B AUM 73.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Creative Planning's SLI Position: Q2 2026 in Review

Creative Planning reduced its Standard Lithium (SLI) stake by 18% in Q2 2026, selling an estimated $8.59K and leaving 10,841 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4168.

Creative Planning first reported a position in SLI in Q1 2026 and has held it in 2 quarters since. The position peaked at $45K in Q1 2026. 137 funds tracked by Wall St. Rank hold SLI as of Q2 2026.

  • Creative Planning held 10,841 shares of Standard Lithium worth $29.8K as of Q2 2026.
  • Creative Planning sold 2,360 Standard Lithium shares in Q2 2026, an estimated $8.59K.
  • Standard Lithium made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4168 holding.
  • Creative Planning first reported a position in Standard Lithium in Q1 2026 and has held it in 2 quarters since.
  • Creative Planning's Standard Lithium position peaked at $45K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held Standard Lithium as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.