Creative Planning’s Solitario Resources XPL Stock Holding History

Creative Planning’s Portfolio XPL Stock Details XPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-25,000	Closed	-$17.4K	–	4210
2025 Q4	$17.4K	Sell	25,000 -500	-2%	-$330	﹤0.01%	3855
2025 Q3	$17.8K	Buy	25,500 +500	+2%	+$361	﹤0.01%	3823
2025 Q2	$16.3K	Hold	25,000	–	–	﹤0.01%	3600
2025 Q1	$15K	Hold	25,000	–	–	﹤0.01%	3414
2024 Q4	$14.9K	Hold	25,000	–	–	﹤0.01%	3363
2024 Q3	$17.5K	Hold	25,000	–	–	﹤0.01%	3154
2024 Q2	$22.1K	Hold	25,000	–	–	﹤0.01%	2982
2024 Q1	$15K	Hold	25,000	–	–	﹤0.01%	2850
2023 Q4	$14K	Hold	25,000	–	–	﹤0.01%	2706
2023 Q3	$13.6K	Hold	25,000	–	–	﹤0.01%	2619
2023 Q2	$14.4K	Sell	25,000 -10	-0%	-$6	﹤0.01%	2524
2023 Q1	$16.6K	Hold	25,010	–	–	﹤0.01%	2420
2022 Q4	$15.5K	Buy	25,010 +10	+0%	+$6	﹤0.01%	2326
2022 Q3	$12K	Hold	25,000	–	–	﹤0.01%	2217
2022 Q2	$14K	Buy	+25,000	New	+$17.2K	﹤0.01%	2171
2021 Q3	–	Sell	-25,000	Closed	-$17K	–	2232
2021 Q2	$17K	Buy	+25,000	New	+$17.4K	﹤0.01%	1991

Other funds holding XPL

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wexford Capital West Palm Beach, Florida $782M AUM 62.56% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

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

Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Creative Planning's XPL Position: Q1 2026 in Review

Creative Planning sold out of Solitario Resources (XPL) in Q1 2026, closing a stake of 25,000 shares — an estimated $17.4K sold.

Creative Planning first reported a position in XPL in Q2 2021 and held it in 16 quarters. The position peaked at $22.1K in Q2 2024. 49 funds tracked by Wall St. Rank hold XPL as of Q1 2026.

Creative Planning reported no remaining Solitario Resources position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 25,000 Solitario Resources shares in Q1 2026, an estimated $17.4K.
Creative Planning first reported a position in Solitario Resources in Q2 2021 and held it in 16 quarters.
Creative Planning's Solitario Resources position peaked at $22.1K in Q2 2024.
49 funds tracked by Wall St. Rank held Solitario Resources as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.