How many shares of PBT does Creative Planning own?

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

What is Creative Planning's PBT position worth?

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

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

Based on available 13F filings, Creative Planning first reported a position in PBT in 2019-Q1. They have held the position across 29 quarters.

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

Final Value

Final Shares

Total Value Change

-$107,000

Total Shares Change

-14,181

Quarter-by-Quarter History

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
2024-Q2	Increased	15,570	+7.9%	$175,115	0.0%	$10.70	24
2024-Q1	Decreased	14,434	-14.7%	$174,473	0.0%	$11.32	0
2023-Q4	Increased	16,921	+5.7%	$236,494	0.0%	$12.95	24
2023-Q3	Decreased	16,015	-7.0%	$340,261	0.0%	$19.34	0
2023-Q2	Increased	17,229	+19.2%	$429,556	0.0%	$22.62	28
2023-Q1	Increased	14,452	+1.4%	$352,629	0.0%	$22.02	24
2022-Q4	Decreased	14,249	-0.3%	$359,074	0.0%	$22.65	0
2022-Q3	Increased	14,299	+0.2%	$234,000	0.0%	$14.45	23
2022-Q2	Unchanged	14,269	0.0%	$236,000	0.0%	$14.16	0
2022-Q1	Unchanged	14,269	0.0%	$179,000	0.0%	$10.60	0
2021-Q4	Unchanged	14,269	0.0%	$144,000	0.0%	$8.51	0
2021-Q3	Unchanged	14,269	0.0%	$82,000	0.0%	$4.79	0
2021-Q2	Increased	14,269	+2.2%	$80,000	0.0%	$4.64	22
2021-Q1	Unchanged	13,961	0.0%	$56,000	0.0%	$3.24	0
2020-Q4	Unchanged	13,961	0.0%	$46,000	0.0%	$2.67	0
2020-Q3	Unchanged	13,961	0.0%	$35,000	0.0%	$1.97	0
2020-Q2	Unchanged	13,961	0.0%	$46,000	0.0%	$2.60	0
2020-Q1	Decreased	13,961	-8.0%	$39,000	0.0%	$2.20	0
2019-Q4	Decreased	15,181	-6.2%	$59,000	0.0%	$2.89	0
2019-Q3	Increased	16,181	+6.6%	$84,000	0.0%	$3.79	23
2019-Q2	Increased	15,181	+7.0%	$92,000	0.0%	$4.34	23
2019-Q1	New	14,181	-	$107,000	0.0%	$5.28	30