Question 1

How many shares of ADV does Creative Planning own?

Accepted Answer

Creative Planning previously held 0 shares of ADV (ADVANTAGE SOLUTIONS INC) before exiting the position in 2025-Q4.

Question 2

What is Creative Planning's ADV position worth?

Accepted Answer

Creative Planning's ADV position was last reported at $0 in 2025-Q4 before the exit.

Question 3

Is Creative Planning buying or selling ADV?

Accepted Answer

In 2025-Q4, Creative Planning exited their ADV position entirely (-100.0% change in shares).

Question 4

When did Creative Planning first buy ADV?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in ADV in 2024-Q3. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$22.00	0
2025-Q3	Increased	54,753	+181.3%	$83,772	0.0%	$38.25	35
2025-Q2	New	19,461	—	$25,689	0.0%	$33.00	29
2025-Q1	Exited	0	-100.0%	$0	0.0%	$37.75	0
2024-Q4	Decreased	15,638	-34.3%	$45,663	0.0%	$73.00	0
2024-Q3	New	23,812	—	$81,676	0.0%	$85.75	30