Creative Planning’s Sitio Royalties STR Stock Holding History

Creative Planning’s Portfolio STR Stock Details STR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-50,687	Closed	-$932K	–	4011
2025 Q2	$932K	Buy	50,687 +5,537	+12%	+$99.3K	﹤0.01%	1920
2025 Q1	$897K	Buy	45,150 +22,632	+101%	+$458K	﹤0.01%	1795
2024 Q4	$432K	Buy	22,518 +1,741	+8%	+$38.9K	﹤0.01%	2361
2024 Q3	$433K	Sell	20,777 -717	-3%	-$16.2K	﹤0.01%	2231
2024 Q2	$507K	Buy	21,494 +7,863	+58%	+$185K	﹤0.01%	1933
2024 Q1	$337K	Buy	+13,631	New	+$307K	﹤0.01%	2151
2023 Q2	–	Sell	-45	Closed	-$1.02K	–	2814
2023 Q1	$1.02K	Buy	+45	New	+$1.12K	﹤0.01%	2539

Other funds holding STR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's STR Position: Q3 2025 in Review

Creative Planning sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 50,687 shares — an estimated $932K sold.

Creative Planning first reported a position in STR in Q1 2023 and held it in 7 quarters. The position peaked at $932K in Q2 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

Creative Planning reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 50,687 Sitio Royalties shares in Q3 2025, an estimated $932K.
Creative Planning first reported a position in Sitio Royalties in Q1 2023 and held it in 7 quarters.
Creative Planning's Sitio Royalties position peaked at $932K in Q2 2025.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.