Creative Planning

Position in UP — Wheels Up Experience Inc.

CIK 1540235 OVERLAND PARK, KS

Back to UP Full portfolio

Position in UP

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

Position Value

$12,388

-$23,401 QoQ

Shares Held

23,963

+23.2% QoQ

Ownership

0.066%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in UP Over Time

Shares Held

Position Value (USD)

Derivatives in UP

reported options exposure · as of Sep 30, 2025

CallValue

$9,200

CallShares

5,000

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 Airports & Air Services

Industrials · as of Mar 31, 2026

Creative Planning holds $6,358,755 across 5 Airports & Air Services names. UP ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JOBY	Joby Aviation, Inc.	427,675	$3,532,595
2	ASR	Southeast Airport Group	3,269	$1,098,808
3	OMAB	Central North Airport Group	8,867	$1,017,310
4	PAC	Pacific Airport Group	2,826	$697,654
5	UP	Wheels Up Experience Inc. This page	23,963	$12,388

All Filings in UP

Export CSV

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,388	23,963	+379.3%	Shares	Sole	2026-05-12
2025-09-30	$9,200	5,000	-74.3%	Call	Sole	2025-11-14
2025-09-30	$35,789	19,451	-17.1%	Shares	Sole	2025-11-14
2025-06-30	$25,113	23,471	—	Shares	Sole	2025-08-08
No filing history on record for this holder in this stock.