Question 1

How many shares of PBT does Creative Planning own?

Accepted Answer

Creative Planning previously held 0 shares of PBT (PERMIAN BASIN RTY TR) before exiting the position in 2026-Q1.

Question 2

What is Creative Planning's PBT position worth?

Accepted Answer

Creative Planning's PBT position was last reported at $0 in 2026-Q1 before the exit.

Question 3

Is Creative Planning buying or selling PBT?

Accepted Answer

In 2026-Q1, Creative Planning exited their PBT position entirely (-100.0% change in shares).

Question 4

When did Creative Planning first buy PBT?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in PBT in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$21.42	0
2025-Q4	Decreased	14,208	-15.3%	$241,239	0.0%	$16.84	0
2025-Q3	Increased	16,778	+11.9%	$306,228	0.0%	$18.05	26
2025-Q2	Increased	14,995	+14.5%	$186,742	0.0%	$12.22	26
2025-Q1	Decreased	13,092	-0.7%	$129,622	0.0%	$9.67	0
2024-Q4	Decreased	13,190	-18.1%	$145,958	0.0%	$10.76	0
2024-Q3	Increased	16,102	+3.4%	$191,347	0.0%	$11.47	24