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FDUSFDUS
4 quarters

Position history for Creative PlanningCreative Planning's holdings in FIDUS INVESTMENT CORP

Creative Planning holds 71,859 shares of FDUS (FIDUS INVESTMENT CORP), worth $1.4M as of 2026-Q2. The position was increased (+131.2% shares). FDUS represents 0.0% of Creative Planning's portfolio.

Current Value

$1.4M

Current Shares

71,859

Total Value Change

+$802,188

Total Shares Change

+43,815

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
71,859
+131.2%
$1.4M0.0%$19.07
41
2026-Q1
Increased
31,079
+8.2%
$541,3940.0%$18.09
26
2025-Q4
Increased
28,716
+2.4%
$554,2200.0%$19.32
25
2025-Q3
New
28,044
-
$568,1720.0%$19.75
34

Other major holders of FDUS: Steward Partners Investment Advisory, LLC, RAYMOND JAMES FINANCIAL INC

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