Creative Planning’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Creative Planning’s Portfolio TECB Stock Details TECB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$227K	Sell	4,093 -616	-13%	-$36K	﹤0.01%	3647
2025 Q4	$287K	Buy	4,709 +1,177	+33%	+$72.4K	﹤0.01%	3274
2025 Q3	$213K	Buy	+3,532	New	+$206K	﹤0.01%	3425
2025 Q2	–	Sell	-4,402	Closed	-$215K	–	3790
2025 Q1	$215K	Buy	4,402 +482	+12%	+$25.7K	﹤0.01%	3003
2024 Q4	$209K	Buy	+3,920	New	+$210K	﹤0.01%	2948

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Creative Planning's TECB Position: Q1 2026 in Review

Creative Planning reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 13% in Q1 2026, selling an estimated $36K and leaving 4,093 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #3647.

Creative Planning first reported a position in TECB in Q4 2024 and has held it in 5 quarters since. The position peaked at $287K in Q4 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

Creative Planning held 4,093 shares of iShares US Tech Breakthrough Multisector ETF worth $227K as of Q1 2026.
Creative Planning sold 616 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $36K.
iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3647 holding.
Creative Planning first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2024 and has held it in 5 quarters since.
Creative Planning's iShares US Tech Breakthrough Multisector ETF position peaked at $287K in Q4 2025.
90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.