Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PSIX holding history

Power Solutions International, 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.

PSIX overviewAll 13F holders of PSIXFull Q2 2026 holdings

Shares (Q2 2026)
9,209
Value
$358.1K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of PSIX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,209$358.1K<0.1%+1,458+18.8%AddedHolders
Q1 20267,751$471.9K<0.1%−2,907−27.3%ReducedHolders
Q4 202510,658$609.0K<0.1%−161−1.5%ReducedHolders
Q3 202510,819$1.06M<0.1%+196+1.8%AddedHolders
Q2 202510,623$687.1K<0.1%+10,623NewHolders