Creative Planning
DXD icon

Creative Planning’s ProShares UltraShort Dow 30 DXD Stock Holding History

Creative Planning’s Portfolio DXD Stock Details DXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-25
Closed -$7K – 4702
2016
Q4 		$7K Sell
25
-120
-83% -$37.9K ﹤0.01% 3750
2016
Q3 		$49K Buy
145
+70
+93% +$23.6K ﹤0.01% 2375
2016
Q2 		$27K Buy
75
+70
+1,400% +$25.9K ﹤0.01% 2573
2016
Q1 		$2K Buy
5
+1
+25% +$433 ﹤0.01% 3937
2015
Q4 		$2K Buy
+4
New +$1.63K ﹤0.01% 4008
2015
Q2 		– Sell
-10
Closed -$4K – 1589
2015
Q1 		$4K Buy
+10
New +$4.3K ﹤0.01% 3622
2014
Q4 		– Sell
-200
Closed -$98K – 4193
2014
Q3 		$98K Sell
200
-25
-11% -$12.5K ﹤0.01% 1491
2014
Q2 		$115K Buy
+225
New +$119K ﹤0.01% 1355

Other funds holding DXD

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Creative Planning's DXD Position: Q1 2017 in Review

Creative Planning sold out of ProShares UltraShort Dow 30 (DXD) in Q1 2017, closing a stake of 25 shares — an estimated $7K sold.

Creative Planning first reported a position in DXD in Q2 2014 and held it in 8 quarters. The position peaked at $115K in Q2 2014. 20 funds tracked by Wall St. Rank hold DXD as of Q1 2017.

  • Creative Planning reported no remaining ProShares UltraShort Dow 30 position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 25 ProShares UltraShort Dow 30 shares in Q1 2017, an estimated $7K.
  • Creative Planning first reported a position in ProShares UltraShort Dow 30 in Q2 2014 and held it in 8 quarters.
  • Creative Planning's ProShares UltraShort Dow 30 position peaked at $115K in Q2 2014.
  • 20 funds tracked by Wall St. Rank held ProShares UltraShort Dow 30 as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.