Creative Planning’s First Tracks Biotherapeutics TRAX Stock Holding History

Creative Planning’s Portfolio TRAX Stock Details TRAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$313K	Buy	+8,829	New	+$345K	﹤0.01%	3633

Other funds holding TRAX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $113M AUM 27.37% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Arizona State Retirement System Phoenix, Arizona $20.3B AUM 36.55% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Creative Planning's TRAX Position: Q3 2026 in Review

Creative Planning opened a new position in First Tracks Biotherapeutics (TRAX) in Q3 2026: 8,829 shares worth $313K. The stake represents ﹤0.01% of the portfolio and ranks #3633 among its holdings.

36 funds tracked by Wall St. Rank hold TRAX as of Q3 2026.

Creative Planning held 8,829 shares of First Tracks Biotherapeutics worth $313K as of Q3 2026.
First Tracks Biotherapeutics was a new Creative Planning position in Q3 2026.
First Tracks Biotherapeutics made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3633 holding.
36 funds tracked by Wall St. Rank held First Tracks Biotherapeutics as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.