Creative Planning

Position in AAL — American Airlines Group Inc.

CIK 1540235 OVERLAND PARK, KS

Back to AAL Full portfolio

Position in AAL

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,045,488

-$1,565,913 QoQ

Shares Held

283,565

-5.7% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.5885775748064818.ToString("F0")% Shared 0.ToString("F0")% None 99.41142242519352.ToString("F0")%

Common Shares in AAL Over Time

Shares Held

Position Value (USD)

Derivatives in AAL

reported options exposure · as of Jun 30, 2023

CallValue

$8,970

CallShares

500

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Airlines

Industrials · as of Mar 31, 2026

Creative Planning holds $91,856,589 across 12 Airlines names. AAL ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	445,632	$29,625,615
2	UAL	United Airlines Holdings, Inc.	208,160	$19,165,291
3	LUV	Southwest Airlines Co	408,404	$15,343,738
4	SKYW	Skywest Inc	85,746	$7,874,055
5	ALK	Alaska Air Group, Inc.	164,455	$6,048,654
6	AAL	American Airlines Group Inc. This page	283,565	$3,045,488
7	SNCY	Sun Country Airlines Holdings, LLC	179,075	$2,958,319
8	ALGT	Allegiant Travel CO	25,506	$2,067,006

All Filings in AAL

Export CSV

34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,045,488	283,565	-5.7%	Shares	Sole	2026-05-12
2025-12-31	$4,611,401	300,809	-1.5%	Shares	Sole	2026-02-17
2025-09-30	$3,433,617	305,482	+40.8%	Shares	Sole	2025-11-14
2025-06-30	$2,435,132	217,035	-10.4%	Shares	Defined	2025-08-08
2025-03-31	$2,556,623	242,334	+3.6%	Shares	Sole	2025-05-15
2024-12-31	$4,075,569	233,825	+0.4%	Shares	Defined	2025-02-14
2024-09-30	$2,616,795	232,811	+33.3%	Shares	Defined	2024-10-11
2024-06-30	$1,979,166	174,684	-3.7%	Shares	Defined	2024-08-15
2024-03-31	$2,784,182	181,380	+7.2%	Shares	Defined	2024-05-13
2023-12-31	$2,324,065	169,146	-2.0%	Shares	Defined	2024-02-14
2023-09-30	$2,209,942	172,517	-25.7%	Shares	Defined	2023-11-16
2023-06-30	$4,167,802	232,319	+46363.8%	Shares	Defined	2023-07-21
2023-06-30	$8,970	500	-99.7%	Call	Sole	2023-07-21
2023-03-31	$2,839,906	192,536	+1.9%	Shares	Sole	2023-05-15
2022-12-31	$2,403,889	188,985	+2599.8%	Shares	Sole	2023-02-10
2022-09-30	$84,280	7,000	-96.4%	Call	Sole	2022-11-03
2022-09-30	$2,353,013	195,433	-2.6%	Shares	Sole	2022-11-03
2022-06-30	$2,545,078	200,716	+2767.4%	Shares	Sole	2022-08-15
2022-06-30	$88,760	7,000	-96.7%	Call	Sole	2022-08-15
2022-03-31	$3,881,592	212,690	+2938.4%	Shares	Sole	2022-05-16
2022-03-31	$127,750	7,000	-94.7%	Call	Sole	2022-05-16
2021-12-31	$2,381,837	132,619	-56.8%	Shares	Sole	2022-02-11
2021-09-30	$6,299,291	306,983	+3.5%	Shares	Sole	2021-11-10
2021-06-30	$6,293,007	296,700	+18.8%	Shares	Sole	2021-08-04
2021-03-31	$5,967,375	249,681	+11249.1%	Shares	Sole	2021-04-30
2021-03-31	$52,580	2,200	-98.8%	Call	Sole	2021-04-30
2020-12-31	$2,981,933	189,089	+1475.7%	Shares	Sole	2021-01-29
2020-12-31	$189,240	12,000	+2300.0%	Call	Sole	2021-01-29
2020-09-30	$6,145	500	-99.7%	Put	Sole	2020-11-05
2020-09-30	$2,360,085	192,033	+23904.1%	Shares	Sole	2020-11-05
2020-06-30	$10,456	800	+60.0%	Call	Sole	2020-07-23
2020-06-30	$6,535	500	-99.7%	Put	Sole	2020-07-23
2020-06-30	$2,505,911	191,730	-36.7%	Shares	Sole	2020-07-23
2020-03-31	$3,692,582	302,919	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.