Creative Planning’s Large Cap Growth Index-Linked Exchange Traded Notes due 2028 FRLG Stock Holding History

Creative Planning’s Portfolio FRLG Stock Details FRLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2,903	Closed	-$239K	–	2118
2018 Q4	$239K	Buy	+2,903	New	+$302K	﹤0.01%	1373

Other funds holding FRLG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LTFS

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

Creative Planning's FRLG Position: Q1 2019 in Review

Creative Planning sold out of Large Cap Growth Index-Linked Exchange Traded Notes due 2028 (FRLG) in Q1 2019, closing a stake of 2,903 shares — an estimated $239K sold.

Creative Planning first reported a position in FRLG in Q4 2018 and held it in 1 quarter. The position peaked at $239K in Q4 2018. 4 funds tracked by Wall St. Rank hold FRLG as of Q1 2019.

Creative Planning reported no remaining Large Cap Growth Index-Linked Exchange Traded Notes due 2028 position as of Q1 2019 after selling out during the quarter.
Creative Planning sold 2,903 Large Cap Growth Index-Linked Exchange Traded Notes due 2028 shares in Q1 2019, an estimated $239K.
Creative Planning first reported a position in Large Cap Growth Index-Linked Exchange Traded Notes due 2028 in Q4 2018 and held it in 1 quarter.
Creative Planning's Large Cap Growth Index-Linked Exchange Traded Notes due 2028 position peaked at $239K in Q4 2018.
4 funds tracked by Wall St. Rank held Large Cap Growth Index-Linked Exchange Traded Notes due 2028 as of Q1 2019.

Based on Creative Planning's 13F filing for Q1 2019, filed 24 Apr 2019.