Creative Planning’s GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF EWRM Stock Holding History

Creative Planning’s Portfolio EWRM Stock Details EWRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-35	Closed	-$2K	–	4993
2016 Q2	$2K	Buy	+35	New	+$2K	﹤0.01%	4127
2015 Q4	–	Sell	-154	Closed	-$7K	–	4890
2015 Q3	$7K	Buy	+154	New	+$7.61K	﹤0.01%	3484

Other funds holding EWRM

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

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

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Creative Planning's EWRM Position: Q3 2016 in Review

Creative Planning sold out of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) in Q3 2016, closing a stake of 35 shares — an estimated $2K sold.

Creative Planning first reported a position in EWRM in Q3 2015 and held it in 2 quarters. The position peaked at $7K in Q3 2015. 25 funds tracked by Wall St. Rank hold EWRM as of Q3 2016.

Creative Planning reported no remaining GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 35 GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF shares in Q3 2016, an estimated $2K.
Creative Planning first reported a position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF in Q3 2015 and held it in 2 quarters.
Creative Planning's GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position peaked at $7K in Q3 2015.
25 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.