Creative Planning’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Creative Planning’s Portfolio EQL Stock Details EQL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-2,109	Closed	-$42K	–	4719
2016 Q4	$42K	Buy	+2,109	New	+$41.6K	﹤0.01%	2526
2015 Q4	–	Sell	-300	Closed	-$5K	–	4445
2015 Q3	$5K	Buy	+300	New	+$5.49K	﹤0.01%	3596
2015 Q2	–	Sell	-300	Closed	-$6K	–	1664
2015 Q1	$6K	Hold	300	–	–	﹤0.01%	3455
2014 Q4	$6K	Buy	+300	New	+$5.56K	﹤0.01%	3394

Other funds holding EQL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Creative Planning's EQL Position: Q1 2017 in Review

Creative Planning sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2017, closing a stake of 2,109 shares — an estimated $42K sold.

Creative Planning first reported a position in EQL in Q4 2014 and held it in 4 quarters. The position peaked at $42K in Q4 2016. 27 funds tracked by Wall St. Rank hold EQL as of Q1 2017.

Creative Planning reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 2,109 ALPS Equal Sector Weight ETF shares in Q1 2017, an estimated $42K.
Creative Planning first reported a position in ALPS Equal Sector Weight ETF in Q4 2014 and held it in 4 quarters.
Creative Planning's ALPS Equal Sector Weight ETF position peaked at $42K in Q4 2016.
27 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2017.

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