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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

USOI holding history

Credit Suisse AG 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.

USOI overviewAll 13F holders of USOIFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2023
Holdings of USOI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−2,660−100.0%Sold outHolders
Q1 20232,660$206.8K<0.1%+2,660NewHolders