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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CMA holding history

Comerica 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.

CMA overviewAll 13F holders of CMAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of CMA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−39,507−100.0%Sold outHolders
Q4 202539,507$3.43M<0.1%+5,777+17.1%AddedHolders
Q3 202533,730$2.31M<0.1%+1,661+5.2%AddedHolders
Q2 202532,069$1.91M<0.1%+2,806+9.6%AddedHolders
Q1 202529,263$1.73M<0.1%+6,835+30.5%AddedHolders
Q4 202422,428$1.39M<0.1%−23,802−51.5%ReducedHolders
Q3 202446,230$2.77M<0.1%−2,608−5.3%ReducedHolders
Q2 202448,838$2.49M<0.1%+514+1.1%AddedHolders
Q1 202448,324$2.66M<0.1%+980+2.1%AddedHolders
Q4 202347,344$2.64M<0.1%−60,892−56.3%ReducedHolders
Q3 2023108,236$4.50M<0.1%+3,640+3.5%AddedHolders
Q2 2023104,596$4.43M<0.1%+82,992+384.2%AddedHolders
Q1 202321,604$938.0K<0.1%+98+0.5%AddedHolders
Q4 202221,506$1.44M<0.1%+1,320+6.5%AddedHolders
Q3 202220,186$1.44M<0.1%+1,930+10.6%AddedHolders
Q2 202218,256$1.34M<0.1%−436−2.3%ReducedHolders
Q1 202218,692$1.69M<0.1%+520+2.9%AddedHolders
Q4 202118,172$1.58M<0.1%+1,620+9.8%AddedHolders
Q3 202116,552$1.33M<0.1%+1,508+10.0%AddedHolders
Q2 202115,044$1.07M<0.1%−2,917−16.2%ReducedHolders
Q1 202117,961$1.29M<0.1%––Holders

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