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PBTPBT

Showing 7 of 29 quarters

Position history for Creative PlanningCreative Planning's holdings in PERMIAN BASIN RTY TR

No. Creative Planning exited its PBT position in Q1 2026. Its Q4 2025 13F listed 14,208 shares worth $241,239. Creative Planning first reported PBT in Q1 2019 and held it in 28 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$191,347

Total Shares Change

-16,102

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Exited
0
-100.0%
$00.0%$21.36
0
2025-Q4
Decreased
14,208
-15.3%
$241,2390.0%$16.80
0
2025-Q3
Increased
16,778
+11.9%
$306,2280.0%$18.00
26
2025-Q2
Increased
14,995
+14.5%
$186,7420.0%$12.19
26
2025-Q1
Decreased
13,092
-0.7%
$129,6220.0%$9.65
0
2024-Q4
Decreased
13,190
-18.1%
$145,9580.0%$10.73
0
2024-Q3
Increased
16,102
+3.4%
$191,3470.0%$11.44
24

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