Creative Planning’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.7M Buy
30,558
+3,410
+13% +$186K ﹤0.01% 2214
2026
Q1
$1.31M Buy
27,148
+9,806
+57% +$390K ﹤0.01% 2242
2025
Q4
$608K Buy
17,342
+2,966
+21% +$101K ﹤0.01% 2669
2025
Q3
$480K Buy
+14,376
New +$477K ﹤0.01% 2761
2025
Q1
Sell
-9,999
Closed -$266K 3755
2024
Q4
$266K Buy
+9,999
New +$302K ﹤0.01% 2762
2023
Q2
Sell
-16,932
Closed -$443K 2860
2023
Q1
$443K Buy
16,932
+4,500
+36% +$128K ﹤0.01% 1548
2022
Q4
$341K Buy
+12,432
New +$342K ﹤0.01% 1642

Other funds holding YOU

Creative Planning's YOU Position: Q2 2026 in Review

Creative Planning increased its Clear Secure (YOU) stake by 13% in Q2 2026, buying an estimated $186K and bringing the position to 30,558 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Creative Planning first reported a position in YOU in Q4 2022 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Creative Planning held 30,558 shares of Clear Secure worth $1.7M as of Q2 2026.
  • Creative Planning bought 3,410 Clear Secure shares in Q2 2026, an estimated $186K.
  • Clear Secure made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2214 holding.
  • Creative Planning first reported a position in Clear Secure in Q4 2022 and has held it in 7 quarters since.
  • 453 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

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