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Trinity Cap shares owned by Creative Planning

Quarter-by-quarter ownership of Trinity Cap (TRIN) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Trinity Cap

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trinity Cap by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $213k 12k 17.55
2025-03-31 $270k 18k 15.16

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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)
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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 Trinity Cap

Van Eck Associates Corp.
Two Sigma Investments
UBS Group
Melia Wealth
Sound Income Strategies
Marshall Wace
Franklin Resources
Invesco
Emerald Advisers
Eagle Point Credit Management
Susquehanna International
Rockefeller Capital Management
Hrt Financial
Emerald Mutual Fund Advisers, Trust
Ares Management

View all funds holding Trinity Cap