Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
AX holding history
Axos Financial, Inc. 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.
AX overviewAll 13F holders of AXFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,776
- Value
- $465.1K
- % of portfolio
- <0.1%
- Quarters held
- 16
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,776 | $465.1K | <0.1% | −289−5.7% | Reduced | Holders |
| Q1 2026 | 5,065 | $431.0K | <0.1% | +268+5.6% | Added | Holders |
| Q4 2025 | 4,797 | $413.3K | <0.1% | +33+0.7% | Added | Holders |
| Q3 2025 | 4,764 | $403.3K | <0.1% | +446+10.3% | Added | Holders |
| Q2 2025 | 4,318 | $328.3K | <0.1% | −91−2.1% | Reduced | Holders |
| Q1 2025 | 4,409 | $284.5K | <0.1% | +283+6.9% | Added | Holders |
| Q4 2024 | 4,126 | $288.2K | <0.1% | +4,126 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −11,372−100.0% | Sold out | Holders |
| Q2 2023 | 11,372 | $448.5K | <0.1% | +2,824+33.0% | Added | Holders |
| Q1 2023 | 8,548 | $315.6K | <0.1% | +256+3.1% | Added | Holders |
| Q4 2022 | 8,292 | $316.9K | <0.1% | +20.0% | Added | Holders |
| Q3 2022 | 8,290 | $284.0K | <0.1% | −8,272−49.9% | Reduced | Holders |
| Q2 2022 | 16,562 | $594.0K | <0.1% | +10,003+152.5% | Added | Holders |
| Q1 2022 | 6,559 | $304.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 6,559 | $367.0K | <0.1% | −1,375−17.3% | Reduced | Holders |
| Q3 2021 | 7,934 | $409.0K | <0.1% | −5,712−41.9% | Reduced | Holders |
| Q2 2021 | 13,646 | $633.0K | <0.1% | +13,646 | New | Holders |