Question 1

How many shares of ADV does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 14,238 shares of ADV (ADVANTAGE SOLUTIONS INC).

Question 2

What is Creative Planning's ADV position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's ADV position is worth $615,651.

Question 3

Is Creative Planning buying or selling ADV?

Accepted Answer

In 2026-Q2, Creative Planning opened a new position in ADV.

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 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	New	14,238	—	$615,651	0.0%	$43.24	34
2025-Q4	Exited	0	-100.0%	$0	0.0%	$0.86	0
2025-Q3	Increased	54,753	+181.3%	$83,772	0.0%	$1.54	35
2025-Q2	New	19,461	—	$25,689	0.0%	$1.31	29
2025-Q1	Exited	0	-100.0%	$0	0.0%	$1.49	0
2024-Q4	Decreased	15,638	-34.3%	$45,663	0.0%	$2.91	0
2024-Q3	New	23,812	—	$81,676	0.0%	$3.51	30