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Yorkville America Investment Trust shares owned by Creative Planning

Quarter-by-quarter ownership of Yorkville America Investment Trust shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Yorkville America Investment Trust

Tip: Access up to 7 years of quarterly data

All positions including Yorkville America Investment Trust held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Yorkville America Investment Trust by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $392k 9.2k 42.36

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Creative Planning

Top funds holding Yorkville America Investment Trust

Curran Financial Partners
Gts Securities
AE Wealth Management
LPL Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Equitable Trust
Susquehanna International
Creative Planning
Goldman Sachs Group
Jpmorgan Chase & Co
Advisor Group Holdings
Vision Financial Markets

View all funds holding Yorkville America Investment Trust