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Advisors Ser Tr shares owned by Creative Planning

Quarter-by-quarter ownership of Advisors Ser Tr (KAT) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Advisors Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Advisors Ser Tr held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Ser Tr by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $984k 18k 56.34

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)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds Mrngstr Lrg Cap (VV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust St Str P500etf (SPYM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mrngstr Mid Cap (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Creative Planning

Top funds holding Advisors Ser Tr

Scharf Investments
Colony
Intellectus Partners
Susquehanna International
HighTower Advisors
Cambridge Investment Research Advisors
Roehl & Yi Investment Advisors
Quantinno Capital Management
CI Private Wealth
Sanctuary Advisors
Raymond James Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Ashton Thomas Private Wealth
Mercer Global Advisors
Creative Planning

View all funds holding Advisors Ser Tr