Creative Planning’s Telos TLS Stock Holding History

Creative Planning’s Portfolio TLS Stock Details TLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$403K	Buy	87,679 +58,760	+203%	+$260K	﹤0.01%	3354
2026 Q1	$121K	Buy	+28,919	New	+$137K	﹤0.01%	3858

Other funds holding TLS

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WCM

Weber Capital Management San Francisco, California $118M AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's TLS Position: Q2 2026 in Review

Creative Planning increased its Telos (TLS) stake by 203% in Q2 2026, buying an estimated $260K and bringing the position to 87,679 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #3354.

Creative Planning first reported a position in TLS in Q1 2026 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold TLS as of Q2 2026.

Creative Planning held 87,679 shares of Telos worth $403K as of Q2 2026.
Creative Planning bought 58,760 Telos shares in Q2 2026, an estimated $260K.
Telos made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3354 holding.
Creative Planning first reported a position in Telos in Q1 2026 and has held it in 2 quarters since.
160 funds tracked by Wall St. Rank held Telos as of Q2 2026.

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