Creative Planning
DRIP icon

Creative Planning’s Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF DRIP Stock Holding History

Creative Planning’s Portfolio DRIP Stock Details DRIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Hold
0
– -$5K – 2346
2017
Q2 		– Sell
-1
Closed -$8.45K – 3979
2017
Q1 		$6K Hold
1
– – ﹤0.01% 3857
2016
Q4 		$5K Hold
1
– – ﹤0.01% 3941
2016
Q3 		$8K Hold
1
– – ﹤0.01% 3635
2016
Q2 		$13K Buy
+1
New +$16.5K ﹤0.01% 3067

Other funds holding DRIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Creative Planning's DRIP Position: Q3 2017 in Review

Creative Planning held its Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF (DRIP) position steady in Q3 2017 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

Creative Planning first reported a position in DRIP in Q2 2016 and has held it in 4 quarters since. The position peaked at $13K in Q2 2016. 8 funds tracked by Wall St. Rank hold DRIP as of Q3 2017.

  • Creative Planning held 0 shares of Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF worth $0 as of Q3 2017.
  • Creative Planning left its Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF share count unchanged in Q3 2017.
  • Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2017, its #2346 holding.
  • Creative Planning first reported a position in Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF in Q2 2016 and has held it in 4 quarters since.
  • Creative Planning's Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF position peaked at $13K in Q2 2016.
  • 8 funds tracked by Wall St. Rank held Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF as of Q3 2017.

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