The Analysis of Creative Planning's Holdings
Currently, Creative Planning holds 3874 types of securities in its portfolio with a total value $139.7B. In the most recent quarter, they have increased their positions in BSV (+25.6M shares, valued at $2.0B), SPDW (+12.4M shares, valued at $549.3M), SPMD (+4.7M shares, valued at $272.3M); decreased their positions in BND (-7.2M shares, valued at $530.5M), VEA (-3.9M shares, valued at $244.2M), AGG (-1.3M shares, valued at $132.4M); initiated new positions in N/A (+415.4K shares, valued at $27.2M), OMFL (+352.2K shares, valued at $21.5M), N/A (+631.9K shares, valued at $21.4M).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II631.9K sharesnew addition2025-12-312026-02-17
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Call Option Holdings
Put Option Holdings