Creative Planning’s Venu Holding Corp VENU Stock Holding History

Creative Planning’s Portfolio VENU Stock Details VENU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-51,548	Closed	-$171K	–	4418
2026 Q1	$171K	Buy	+51,548	New	+$297K	﹤0.01%	3790

Other funds holding VENU

AFM

Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

GCM

Graham Capital Management Rowayton, Connecticut $5.5B AUM 26.66% 1-Year Est. Return

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

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

EAM

Empery Asset Management New York $86.5M AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's VENU Position: Q2 2026 in Review

Creative Planning sold out of Venu Holding Corp (VENU) in Q2 2026, closing a stake of 51,548 shares — an estimated $171K sold.

Creative Planning first reported a position in VENU in Q1 2026 and held it in 1 quarter. The position peaked at $171K in Q1 2026. 86 funds tracked by Wall St. Rank hold VENU as of Q2 2026.

Creative Planning reported no remaining Venu Holding Corp position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 51,548 Venu Holding Corp shares in Q2 2026, an estimated $171K.
Creative Planning first reported a position in Venu Holding Corp in Q1 2026 and held it in 1 quarter.
Creative Planning's Venu Holding Corp position peaked at $171K in Q1 2026.
86 funds tracked by Wall St. Rank held Venu Holding Corp as of Q2 2026.

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