Creative Planning
TWO

Creative Planning’s Two Harbors Investment TWO Stock Holding History

Creative Planning’s Portfolio TWO Stock Details TWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,250
Closed -$1K – 2888
2015
Q1 		$1K Buy
+1,250
New +$104K ﹤0.01% 4076

Other funds holding TWO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's TWO Position: Q1 2025 in Review

Creative Planning sold out of Two Harbors Investment (TWO) in Q1 2025, closing a stake of 250 shares — an estimated $2.96K sold.

Creative Planning first reported a position in TWO in Q2 2013 and held it in 34 quarters. The position peaked at $390K in Q4 2019. 220 funds tracked by Wall St. Rank hold TWO as of Q1 2025.

  • Creative Planning reported no remaining Two Harbors Investment position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 250 Two Harbors Investment shares in Q1 2025, an estimated $2.96K.
  • Creative Planning first reported a position in Two Harbors Investment in Q2 2013 and held it in 34 quarters.
  • Creative Planning's Two Harbors Investment position peaked at $390K in Q4 2019.
  • 220 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.