Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

FT holding history

Franklin Universal Trust 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.

FT overview All 13F holders of FT Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2024

Holdings of FT by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−12,916−100.0%	Sold out	Holders
Q3 2024	12,916	$97.6K	<0.1%	+16+0.1%	Added	Holders
Q2 2024	12,900	$87.8K	<0.1%	+12,900	New	Holders