Creative Planning
BSJF

Creative Planning’s GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF BSJF Stock Holding History

Creative Planning’s Portfolio BSJF Stock Details BSJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,100
Closed -$55K – 3952
2015
Q1 		$55K Buy
2,100
+2,046
+3,789% +$53.3K ﹤0.01% 1972
2014
Q4 		$1K Buy
+54
New +$1.42K ﹤0.01% 4083
2014
Q3 		– Sell
-400
Closed -$11K – 4300
2014
Q2 		$11K Buy
+400
New +$10.8K ﹤0.01% 2847

Other funds holding BSJF

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Creative Planning's BSJF Position: Q2 2015 in Review

Creative Planning sold out of GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) in Q2 2015, closing a stake of 2,100 shares — an estimated $55K sold.

Creative Planning first reported a position in BSJF in Q2 2014 and held it in 3 quarters. The position peaked at $55K in Q1 2015. 78 funds tracked by Wall St. Rank hold BSJF as of Q2 2015.

  • Creative Planning reported no remaining GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 2,100 GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF shares in Q2 2015, an estimated $55K.
  • Creative Planning first reported a position in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF in Q2 2014 and held it in 3 quarters.
  • Creative Planning's GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position peaked at $55K in Q1 2015.
  • 78 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.