Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in QQQX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $294,868 | 10,339 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $231,377 | 8,426 | Shares | Sole | 2025-11-14 |
| 2023-06-30 | $223,821 | 8,978 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $299,250 | 12,500 | Shares | Sole | 2023-05-15 |
| 2022-03-31 | $396,422 | 13,934 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $399,522 | 13,035 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $358,467 | 12,631 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $368,630 | 12,547 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $341,163 | 12,552 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $326,477 | 12,552 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $289,280 | 11,885 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $280,376 | 12,185 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $238,716 | 12,564 | Shares | Sole | 2020-05-05 |