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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AGNC holding history

AGNC Investment Corp. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AGNC overviewAll 13F holders of AGNCFull Q2 2026 holdings

Shares (Q2 2026)
381,039
Value
$4.15M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AGNC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026381,039$4.15M<0.1%−31,881−7.7%ReducedHolders
Q1 2026412,920$4.14M<0.1%+28,985+7.5%AddedHolders
Q4 2025383,935$4.12M<0.1%+116,486+43.6%AddedHolders
Q3 2025267,449$2.62M<0.1%+39,653+17.4%AddedHolders
Q2 2025227,796$2.09M<0.1%+25,222+12.5%AddedHolders
Q1 2025202,574$1.94M<0.1%+1,918+1.0%AddedHolders
Q4 2024200,656$1.85M<0.1%+10,751+5.7%AddedHolders
Q3 2024189,905$1.98M<0.1%+19,965+11.7%AddedHolders
Q2 2024169,940$1.62M<0.1%+129,458+319.8%AddedHolders
Q1 202440,482$400.8K<0.1%+1,989+5.2%AddedHolders
Q4 202338,493$377.6K<0.1%−5,051−11.6%ReducedHolders
Q3 202343,544$411.1K<0.1%−506−1.1%ReducedHolders
Q2 202344,050$446.2K<0.1%−342−0.8%ReducedHolders
Q1 202344,392$447.5K<0.1%−6,508−12.8%ReducedHolders
Q4 202250,900$526.8K<0.1%−4,624−8.3%ReducedHolders
Q3 202255,524$468.0K<0.1%−17,825−24.3%ReducedHolders
Q2 202273,349$812.0K<0.1%+6,455+9.6%AddedHolders
Q1 202266,894$876.0K<0.1%+15,486+30.1%AddedHolders
Q4 202151,408$773.0K<0.1%−13,415−20.7%ReducedHolders
Q3 202164,823$1.02M<0.1%−5,811−8.2%ReducedHolders
Q2 202170,634$1.19M<0.1%−58,290−45.2%ReducedHolders
Q1 2021128,924$2.16M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.