Creative Planning’s Reality Shares DIVS ETF DIVY Stock Holding History

Creative Planning’s Portfolio DIVY Stock Details DIVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-1,400	Closed	-$33K	–	4638
2015 Q4	$33K	Buy	+1,400	New	+$33.3K	﹤0.01%	2456

Other funds holding DIVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Creative Planning's DIVY Position: Q1 2016 in Review

Creative Planning sold out of Reality Shares DIVS ETF (DIVY) in Q1 2016, closing a stake of 1,400 shares — an estimated $33K sold.

Creative Planning first reported a position in DIVY in Q4 2015 and held it in 1 quarter. The position peaked at $33K in Q4 2015. 9 funds tracked by Wall St. Rank hold DIVY as of Q1 2016.

Creative Planning reported no remaining Reality Shares DIVS ETF position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 1,400 Reality Shares DIVS ETF shares in Q1 2016, an estimated $33K.
Creative Planning first reported a position in Reality Shares DIVS ETF in Q4 2015 and held it in 1 quarter.
Creative Planning's Reality Shares DIVS ETF position peaked at $33K in Q4 2015.
9 funds tracked by Wall St. Rank held Reality Shares DIVS ETF as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.