Creative Planning’s SolarWinds Corporation Common Stock SWI Stock Holding History

Creative Planning’s Portfolio SWI Stock Details SWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-21,328	Closed	-$393K	–	3828
2025 Q1	$393K	Buy	+21,328	New	+$358K	﹤0.01%	2514

Other funds holding SWI

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Creative Planning's SWI Position: Q2 2025 in Review

Creative Planning sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 21,328 shares — an estimated $393K sold.

Creative Planning first reported a position in SWI in Q1 2025 and held it in 1 quarter. The position peaked at $393K in Q1 2025. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

Creative Planning reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
Creative Planning sold 21,328 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $393K.
Creative Planning first reported a position in SolarWinds Corporation Common Stock in Q1 2025 and held it in 1 quarter.
Creative Planning's SolarWinds Corporation Common Stock position peaked at $393K in Q1 2025.
1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.