Creative Planning
ALTS

Creative Planning’s ProShares Morningstar Alternatives Solution ETF ALTS Stock Holding History

Creative Planning’s Portfolio ALTS Stock Details ALTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-864
Closed -$33K – 5003
2016
Q2 		$33K Buy
+864
New +$33K ﹤0.01% 2438

Other funds holding ALTS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

Creative Planning's ALTS Position: Q3 2016 in Review

Creative Planning sold out of ProShares Morningstar Alternatives Solution ETF (ALTS) in Q3 2016, closing a stake of 864 shares — an estimated $33K sold.

Creative Planning first reported a position in ALTS in Q2 2016 and held it in 1 quarter. The position peaked at $33K in Q2 2016. 16 funds tracked by Wall St. Rank hold ALTS as of Q3 2016.

  • Creative Planning reported no remaining ProShares Morningstar Alternatives Solution ETF position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 864 ProShares Morningstar Alternatives Solution ETF shares in Q3 2016, an estimated $33K.
  • Creative Planning first reported a position in ProShares Morningstar Alternatives Solution ETF in Q2 2016 and held it in 1 quarter.
  • Creative Planning's ProShares Morningstar Alternatives Solution ETF position peaked at $33K in Q2 2016.
  • 16 funds tracked by Wall St. Rank held ProShares Morningstar Alternatives Solution ETF as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.