Creative Planning
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Creative Planning’s ProShares UltraShort MSCI Brazil Capped BZQ Stock Holding History

Creative Planning’s Portfolio BZQ Stock Details BZQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-6
Closed -$20K – 4360
2016
Q1 		$20K Buy
+6
New +$35.3K ﹤0.01% 2740

Other funds holding BZQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Creative Planning's BZQ Position: Q2 2016 in Review

Creative Planning sold out of ProShares UltraShort MSCI Brazil Capped (BZQ) in Q2 2016, closing a stake of 6 shares — an estimated $20K sold.

Creative Planning first reported a position in BZQ in Q1 2016 and held it in 1 quarter. The position peaked at $20K in Q1 2016. 8 funds tracked by Wall St. Rank hold BZQ as of Q2 2016.

  • Creative Planning reported no remaining ProShares UltraShort MSCI Brazil Capped position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 6 ProShares UltraShort MSCI Brazil Capped shares in Q2 2016, an estimated $20K.
  • Creative Planning first reported a position in ProShares UltraShort MSCI Brazil Capped in Q1 2016 and held it in 1 quarter.
  • Creative Planning's ProShares UltraShort MSCI Brazil Capped position peaked at $20K in Q1 2016.
  • 8 funds tracked by Wall St. Rank held ProShares UltraShort MSCI Brazil Capped as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.