Creative Planning
ZSQR

Creative Planning’s Z Squared Inc ZSQR Stock Holding History

Creative Planning’s Portfolio ZSQR Stock Details ZSQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-32,255
Closed -$116K – 3607
2024
Q3 		$116K Hold
32,255
– – ﹤0.01% 2984
2024
Q2 		$186K Hold
32,255
– – ﹤0.01% 2693
2024
Q1 		$192K Hold
32,255
– – ﹤0.01% 2578
2023
Q4 		$506K Hold
32,255
– – ﹤0.01% 1707
2023
Q3 		$748K Hold
32,255
– – ﹤0.01% 1307
2023
Q2 		$1,000K Buy
+32,255
New +$1M ﹤0.01% 1128
2023
Q1 		– Sell
-32,255
Closed -$988K – 2670
2022
Q4 		$988K Buy
+32,255
New +$2.86M ﹤0.01% 1043

Other funds holding ZSQR

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MTCM
Mint Tower Capital Management Amsterdam, Netherlands $1.08B AUM 19.06% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return