Creative Planning
STKE

Creative Planning’s Sol Strategies Inc STKE Stock Holding History

Creative Planning’s Portfolio STKE Stock Details STKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.3K Hold
22,510
– – ﹤0.01% 4173
2026
Q1 		$22.2K Buy
+22,510
New +$35.2K ﹤0.01% 4045

Other funds holding STKE

JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $3.66B AUM 32.08% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Planning's STKE Position: Q2 2026 in Review

Creative Planning held its Sol Strategies Inc (STKE) position steady in Q2 2026 at 22,510 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4173.

Creative Planning first reported a position in STKE in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold STKE as of Q2 2026.

  • Creative Planning held 22,510 shares of Sol Strategies Inc worth $26.3K as of Q2 2026.
  • Creative Planning left its Sol Strategies Inc share count unchanged in Q2 2026.
  • Sol Strategies Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4173 holding.
  • Creative Planning first reported a position in Sol Strategies Inc in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Sol Strategies Inc as of Q2 2026.

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