Creative Planning
Position in KXI — iShares Global Consumer Staples ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in KXI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 KXI | $3,888,389 | 58,027 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 KXI | $3,731,210 | 57,714 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 KXI | $3,710,930 | 57,650 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 KXI | $3,776,544 | 57,763 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 KXI | $3,690,304 | 57,616 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 KXI | $3,613,239 | 59,931 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 KXI | $4,135,477 | 62,897 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 KXI | $3,988,478 | 66,353 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 KXI | $4,178,785 | 68,471 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 KXI | $4,142,473 | 69,868 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 KXI | $3,995,569 | 70,024 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 KXI | $4,264,208 | 69,688 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 KXI | $4,408,423 | 71,161 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 KXI | $4,260,741 | 71,441 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 KXI | $3,949,087 | 73,677 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 KXI | $4,264,687 | 73,758 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 KXI | $4,670,734 | 75,201 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 KXI | $4,867,696 | 75,200 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 KXI | $4,563,057 | 76,089 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 KXI | $4,792,948 | 78,393 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 KXI | $4,586,123 | 78,935 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 KXI | $5,327,199 | 91,407 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 KXI | $5,763,649 | 104,037 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 KXI | $737,049 | 14,248 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||