Creative Planning’s ProShares UltraPro Financial Select Sector FINU Stock Holding History

Creative Planning’s Portfolio FINU Stock Details FINU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,531	Closed	-$267K	–	2172
2017 Q4	$267K	Buy	+2,531	New	+$239K	﹤0.01%	1424
2017 Q2	–	Sell	-1,500	Closed	-$101K	–	4950
2017 Q1	$101K	Buy	+1,500	New	+$103K	﹤0.01%	1963
2016 Q4	–	Sell	-2,000	Closed	-$74K	–	4963
2016 Q3	$74K	Buy	+2,000	New	+$73K	﹤0.01%	2067

Other funds holding FINU

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning's FINU Position: Q1 2018 in Review

Creative Planning sold out of ProShares UltraPro Financial Select Sector (FINU) in Q1 2018, closing a stake of 2,531 shares — an estimated $267K sold.

Creative Planning first reported a position in FINU in Q3 2016 and held it in 3 quarters. The position peaked at $267K in Q4 2017. 6 funds tracked by Wall St. Rank hold FINU as of Q1 2018.

Creative Planning reported no remaining ProShares UltraPro Financial Select Sector position as of Q1 2018 after selling out during the quarter.
Creative Planning sold 2,531 ProShares UltraPro Financial Select Sector shares in Q1 2018, an estimated $267K.
Creative Planning first reported a position in ProShares UltraPro Financial Select Sector in Q3 2016 and held it in 3 quarters.
Creative Planning's ProShares UltraPro Financial Select Sector position peaked at $267K in Q4 2017.
6 funds tracked by Wall St. Rank held ProShares UltraPro Financial Select Sector as of Q1 2018.

Based on Creative Planning's 13F filing for Q1 2018, filed 18 Apr 2018.