Creative Planning
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Creative Planning’s Usio Inc USIO Stock Holding History

Creative Planning’s Portfolio USIO Stock Details USIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-38,508
Closed -$56.2K – 3734
2024
Q4 		$56.2K Sell
38,508
-4,226
-10% -$5.99K ﹤0.01% 3236
2024
Q3 		$58.1K Buy
+42,734
New +$64.1K ﹤0.01% 3075
2017
Q3 		– Sell
-2,734
Closed -$3K – 3625
2017
Q2 		$3K Hold
2,734
– – ﹤0.01% 4212
2017
Q1 		$4K Hold
2,734
– – ﹤0.01% 4084
2016
Q4 		$5K Hold
2,734
– – ﹤0.01% 3977
2016
Q3 		$7K Hold
2,734
– – ﹤0.01% 3743
2016
Q2 		$4K Hold
2,734
– – ﹤0.01% 3780
2016
Q1 		$5K Hold
2,734
– – ﹤0.01% 3610
2015
Q4 		$5K Hold
2,734
– – ﹤0.01% 3700
2015
Q3 		$8K Buy
+2,734
New +$9.86K ﹤0.01% 3364

Other funds holding USIO

WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWA
Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's USIO Position: Q1 2025 in Review

Creative Planning sold out of Usio Inc (USIO) in Q1 2025, closing a stake of 38,508 shares — an estimated $56.2K sold.

Creative Planning first reported a position in USIO in Q3 2015 and held it in 10 quarters. The position peaked at $58.1K in Q3 2024. 32 funds tracked by Wall St. Rank hold USIO as of Q1 2025.

  • Creative Planning reported no remaining Usio Inc position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 38,508 Usio Inc shares in Q1 2025, an estimated $56.2K.
  • Creative Planning first reported a position in Usio Inc in Q3 2015 and held it in 10 quarters.
  • Creative Planning's Usio Inc position peaked at $58.1K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Usio Inc as of Q1 2025.

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