Creative Planning
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Creative Planning’s Velo3D Inc VELO Stock Holding History

Creative Planning’s Portfolio VELO Stock Details VELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$214K Buy
+19,624
New +$237K ﹤0.01% 3925

Other funds holding VELO

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Griffin Asset Management
Griffin Asset Management New York $934M AUM 18.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Creative Planning's VELO Position: Q3 2026 in Review

Creative Planning opened a new position in Velo3D Inc (VELO) in Q3 2026: 19,624 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #3925 among its holdings.

38 funds tracked by Wall St. Rank hold VELO as of Q3 2026.

  • Creative Planning held 19,624 shares of Velo3D Inc worth $214K as of Q3 2026.
  • Velo3D Inc was a new Creative Planning position in Q3 2026.
  • Velo3D Inc made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3925 holding.
  • 38 funds tracked by Wall St. Rank held Velo3D Inc as of Q3 2026.

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