Creative Planning

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	–	4211
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

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wexford Capital West Palm Beach, Florida $607M AUM 57.92% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $957M AUM 18.71% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return