Creative Planning’s Xponential Fitness XPOF Stock Holding History

Creative Planning’s Portfolio XPOF Stock Details XPOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,580	Closed	-$138K	–	3806
2025 Q1	$138K	Buy	16,580 +4,285	+35%	+$59.7K	﹤0.01%	3185
2024 Q4	$165K	Buy	+12,295	New	+$169K	﹤0.01%	3030

Other funds holding XPOF

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

NTCM

Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's XPOF Position: Q2 2025 in Review

Creative Planning sold out of Xponential Fitness (XPOF) in Q2 2025, closing a stake of 16,580 shares — an estimated $138K sold.

Creative Planning first reported a position in XPOF in Q4 2024 and held it in 2 quarters. The position peaked at $165K in Q4 2024. 119 funds tracked by Wall St. Rank hold XPOF as of Q2 2025.

Creative Planning reported no remaining Xponential Fitness position as of Q2 2025 after selling out during the quarter.
Creative Planning sold 16,580 Xponential Fitness shares in Q2 2025, an estimated $138K.
Creative Planning first reported a position in Xponential Fitness in Q4 2024 and held it in 2 quarters.
Creative Planning's Xponential Fitness position peaked at $165K in Q4 2024.
119 funds tracked by Wall St. Rank held Xponential Fitness as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.