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Q2 Holdings shares owned by Creative Planning

Quarter-by-quarter ownership of Q2 Holdings (QTWO) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Q2 Holdings

Tip: Access up to 7 years of quarterly data

All positions including Q2 Holdings held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Q2 Holdings by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $225k 5.2k 43.41
2017-06-30 $5.0k 135 37.04
2017-03-31 $5.0k 135 37.04
2016-12-31 $4.0k 135 29.63
2016-09-30 $4.0k 135 29.63

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Q2 Holdings

Vanguard Group
Daniel D. Thurber
Conestoga Capital Advisors
Jennison Associates
North Reef Capital Management
Massachusetts Financial Services
Fred Alger Management
Tensile Capital Management
Dimensional Fund Advisors
Federated Investors
Assenagon Asset Management
New York State Common Retirement Fund
Charles Schwab Investment Management
Victory Capital Management
Norges Bank Investment Management

View all funds holding Q2 Holdings