Position in ATEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,555,649
+$2,334,944 QoQ
Shares Held
34,541
+8.1% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#42
of 171 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATEX Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Creative Planning holds $360,075,500 across 36 Telecom Services names. ATEX ranks #21 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
1,527,622 | $64,679,515 | |
| 2 | T |
At&T Inc.
|
2,319,979 | $48,023,564 | |
| 3 | CMCSA |
Comcast Corp
|
1,833,447 | $45,011,123 | |
| 4 | SKM |
Sk Telecom Co Ltd
|
1,126,197 | $36,218,495 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
209,486 | $35,137,085 | |
| 6 | CHT |
Chunghwa Telecom Co Ltd
|
582,629 | $25,787,158 | |
| 7 | ECHO |
EchoStar CORP
|
97,760 | $9,922,640 | |
| 8 | TKC |
Turkcell Iletisim Hizmetleri A S
|
1,630,922 | $9,589,821 |
All Filings in ATEX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,555,649 | 34,541 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,220,705 | 31,964 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $671,905 | 30,779 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $938,110 | 43,694 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $257,104 | 6,827 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $260,937 | 6,591 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $229,454 | 6,827 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $222,077 | 6,665 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||