Creative Planning’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Creative Planning’s Portfolio BSCH Stock Details BSCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-445	Closed	-$10K	–	5094
2017 Q1	$10K	Sell	445 -890	-67%	-$20.1K	﹤0.01%	3630
2016 Q4	$30K	Hold	1,335	–	–	﹤0.01%	2807
2016 Q3	$30K	Buy	+1,335	New	+$30.3K	﹤0.01%	2761
2016 Q2	–	Sell	-325	Closed	-$7K	–	4760
2016 Q1	$7K	Buy	+325	New	+$7.34K	﹤0.01%	3458
2015 Q2	–	Sell	-218	Closed	-$5K	–	4131
2015 Q1	$5K	Buy	218 +118	+118%	+$2.69K	﹤0.01%	3598
2014 Q4	$2K	Buy	+100	New	+$2.28K	﹤0.01%	3919

Other funds holding BSCH

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Creative Planning's BSCH Position: Q2 2017 in Review

Creative Planning sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q2 2017, closing a stake of 445 shares — an estimated $10K sold.

Creative Planning first reported a position in BSCH in Q4 2014 and held it in 6 quarters. The position peaked at $30K in Q4 2016. 128 funds tracked by Wall St. Rank hold BSCH as of Q2 2017.

Creative Planning reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 445 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q2 2017, an estimated $10K.
Creative Planning first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2014 and held it in 6 quarters.
Creative Planning's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $30K in Q4 2016.
128 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.