Creative Planning
DMRI

Creative Planning’s DeltaShares S&P International Managed Risk ETF DMRI Stock Holding History

Creative Planning’s Portfolio DMRI Stock Details DMRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,711
Closed -$209K – 2503
2020
Q3 		$209K Hold
4,711
– – ﹤0.01% 1659
2020
Q2 		$208K Buy
+4,711
New +$204K ﹤0.01% 1508

Other funds holding DMRI

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's DMRI Position: Q4 2020 in Review

Creative Planning sold out of DeltaShares S&P International Managed Risk ETF (DMRI) in Q4 2020, closing a stake of 4,711 shares — an estimated $209K sold.

Creative Planning first reported a position in DMRI in Q2 2020 and held it in 2 quarters. The position peaked at $209K in Q3 2020. 8 funds tracked by Wall St. Rank hold DMRI as of Q4 2020.

  • Creative Planning reported no remaining DeltaShares S&P International Managed Risk ETF position as of Q4 2020 after selling out during the quarter.
  • Creative Planning sold 4,711 DeltaShares S&P International Managed Risk ETF shares in Q4 2020, an estimated $209K.
  • Creative Planning first reported a position in DeltaShares S&P International Managed Risk ETF in Q2 2020 and held it in 2 quarters.
  • Creative Planning's DeltaShares S&P International Managed Risk ETF position peaked at $209K in Q3 2020.
  • 8 funds tracked by Wall St. Rank held DeltaShares S&P International Managed Risk ETF as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.