Creative Planning’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Creative Planning’s Portfolio BSJH Stock Details BSJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-600	Closed	-$15K	–	4488
2017 Q2	$15K	Hold	600	–	–	﹤0.01%	3389
2017 Q1	$15K	Hold	600	–	–	﹤0.01%	3359
2016 Q4	$15K	Hold	600	–	–	﹤0.01%	3293
2016 Q3	$16K	Hold	600	–	–	﹤0.01%	3226
2016 Q2	$16K	Hold	600	–	–	﹤0.01%	2965
2016 Q1	$15K	Buy	+600	New	+$15K	﹤0.01%	2984
2015 Q4	–	Sell	-1,324	Closed	-$34K	–	4722
2015 Q3	$34K	Buy	+1,324	New	+$34.4K	﹤0.01%	2338

Other funds holding BSJH

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFWM

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

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

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning's BSJH Position: Q3 2017 in Review

Creative Planning sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q3 2017, closing a stake of 600 shares — an estimated $15K sold.

Creative Planning first reported a position in BSJH in Q3 2015 and held it in 7 quarters. The position peaked at $34K in Q3 2015. 87 funds tracked by Wall St. Rank hold BSJH as of Q3 2017.

Creative Planning reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 600 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q3 2017, an estimated $15K.
Creative Planning first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q3 2015 and held it in 7 quarters.
Creative Planning's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $34K in Q3 2015.
87 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.