Question 1

How many shares of MOFG does Creative Planning own?

Accepted Answer

Creative Planning previously held 0 shares of MOFG (MIDWESTONE FINACIAL GROUP I) before exiting the position in 2026-Q1.

Question 2

What is Creative Planning's MOFG position worth?

Accepted Answer

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

Question 3

Is Creative Planning buying or selling MOFG?

Accepted Answer

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

Question 4

When did Creative Planning first buy MOFG?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in MOFG in 2021-Q1. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$49.31	0
2025-Q4	Increased	55,627	+116.0%	$2.1M	0.0%	$38.32	42
2025-Q3	Decreased	25,755	-3.3%	$728,611	0.0%	$28.12	0
2025-Q2	Decreased	26,640	-7.1%	$766,435	0.0%	$28.22	0
2025-Q1	Increased	28,673	+20.9%	$849,008	0.0%	$28.89	30
2024-Q4	New	23,721	-	$690,755	0.0%	$28.03	34
2021-Q2	Exited	0	-100.0%	$0	0.0%	$24.77	0
2021-Q1	New	6,578	-	$204,000	0.0%	$26.06	32

MOFG8 quarters

MOFG
8 quarters