Creative Planning’s iPath ETN linked to CBOE S&P 500 Buy Write Index BWV Stock Holding History

Creative Planning’s Portfolio BWV Stock Details BWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-800	Closed	-$47K	–	3978
2013 Q4	$47K	Buy	+800	New	+$45.9K	﹤0.01%	1656

Other funds holding BWV

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Creative Planning's BWV Position: Q1 2014 in Review

Creative Planning sold out of iPath ETN linked to CBOE S&P 500 Buy Write Index (BWV) in Q1 2014, closing a stake of 800 shares — an estimated $47K sold.

Creative Planning first reported a position in BWV in Q4 2013 and held it in 1 quarter. The position peaked at $47K in Q4 2013. 6 funds tracked by Wall St. Rank hold BWV as of Q1 2014.

Creative Planning reported no remaining iPath ETN linked to CBOE S&P 500 Buy Write Index position as of Q1 2014 after selling out during the quarter.
Creative Planning sold 800 iPath ETN linked to CBOE S&P 500 Buy Write Index shares in Q1 2014, an estimated $47K.
Creative Planning first reported a position in iPath ETN linked to CBOE S&P 500 Buy Write Index in Q4 2013 and held it in 1 quarter.
Creative Planning's iPath ETN linked to CBOE S&P 500 Buy Write Index position peaked at $47K in Q4 2013.
6 funds tracked by Wall St. Rank held iPath ETN linked to CBOE S&P 500 Buy Write Index as of Q1 2014.

Based on Creative Planning's 13F filing for Q1 2014, filed 11 Apr 2014.