Creative Planning’s Pabrai Wagons ETF WAGN Stock Holding History

Creative Planning’s Portfolio WAGN Stock Details WAGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$175K	Buy	+11,749	New	+$175K	﹤0.01%	4013

Other funds holding WAGN

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return

Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Glass Jacobson Investment Advisors Owings Mills, Maryland $326M AUM 13.52% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Creative Planning's WAGN Position: Q3 2026 in Review

Creative Planning opened a new position in Pabrai Wagons ETF (WAGN) in Q3 2026: 11,749 shares worth $175K. The stake represents ﹤0.01% of the portfolio and ranks #4013 among its holdings.

13 funds tracked by Wall St. Rank hold WAGN as of Q3 2026.

Creative Planning held 11,749 shares of Pabrai Wagons ETF worth $175K as of Q3 2026.
Pabrai Wagons ETF was a new Creative Planning position in Q3 2026.
Pabrai Wagons ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4013 holding.
13 funds tracked by Wall St. Rank held Pabrai Wagons ETF as of Q3 2026.

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