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Fi Enhanced Lrg Cap Growth Ubs shares owned by Creative Planning

Quarter-by-quarter ownership of Fi Enhanced Lrg Cap Growth Ubs (FBGX) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Fi Enhanced Lrg Cap Growth Ubs

Tip: Access up to 7 years of quarterly data

All positions including Fi Enhanced Lrg Cap Growth Ubs held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fi Enhanced Lrg Cap Growth Ubs by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $931k 1.3k 694.98
2023-09-30 $655k 1.2k 549.21
2023-06-30 $713k 1.2k 597.84
2023-03-31 $574k 1.2k 481.38
2022-12-31 $451k 1.2k 378.24
2022-09-30 $484k 1.3k 368.06
2022-06-30 $523k 1.3k 397.72
2022-03-31 $1.1M 1.6k 712.58
2021-12-31 $1.1M 1.3k 867.68
2021-09-30 $1.1M 1.6k 707.07
2021-06-30 $1.3M 1.9k 692.72
2021-03-31 $890k 1.6k 561.87
2020-12-31 $900k 1.6k 552.49
2020-09-30 $739k 1.6k 453.65
2020-06-30 $585k 1.6k 359.12
2020-03-31 $435k 1.9k 231.51
2019-12-31 $931k 2.8k 333.33
2019-09-30 $521k 1.9k 277.28
2019-06-30 $510k 1.9k 271.42
2019-03-31 $471k 1.9k 250.67
2018-12-31 $299k 1.6k 189.24
2018-09-30 $472k 1.6k 298.73
2018-06-30 $369k 1.4k 255.89
2018-03-31 $276k 1.2k 231.54
2017-12-31 $310k 1.4k 227.11
2017-09-30 $233k 1.2k 196.46
2017-06-30 $238k 1.3k 177.48
2017-03-31 $100k 616 162.34
2016-12-31 $115k 829 138.72
2016-09-30 $44k 320 137.50
2016-06-30 $22k 173 127.17
2016-03-31 $22k 173 127.17
2015-12-31 $21k 173 121.39
2015-09-30 $19k 173 109.83
2015-03-31 $17k 139 122.30
2014-12-31 $40k 357 112.04
2014-09-30 $83k 794 104.53

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 Fi Enhanced Lrg Cap Growth Ubs

Fisher Investments
Johnson Investment Counsel
Creative Planning
Ingalls & Snyder
MAI Wealth Advisors
Mariner Wealth Advisors
Householder Group Estate & Retirement Specialist
Flow Traders US
Wealth Enhancement Advisory Services
Citadel Advisors
Pnc Financial Services
Calamos Wealth Management
Raymond James & Associates
Howard Capital Management
Centric Wealth Management

View all funds holding Fi Enhanced Lrg Cap Growth Ubs