Creative Planning’s Cambria Global Asset Allocation ETF GAA Stock Holding History

Creative Planning’s Portfolio GAA Stock Details GAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-120	Closed	-$3K	–	4739
2016 Q4	$3K	Hold	120	–	–	﹤0.01%	4143
2016 Q3	$3K	Hold	120	–	–	﹤0.01%	4093
2016 Q2	$3K	Buy	+120	New	+$2.89K	﹤0.01%	3877

Other funds holding GAA

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

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

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

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

LTFS

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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Creative Planning's GAA Position: Q1 2017 in Review

Creative Planning sold out of Cambria Global Asset Allocation ETF (GAA) in Q1 2017, closing a stake of 120 shares — an estimated $3K sold.

Creative Planning first reported a position in GAA in Q2 2016 and held it in 3 quarters. The position peaked at $3K in Q4 2016. 7 funds tracked by Wall St. Rank hold GAA as of Q1 2017.

Creative Planning reported no remaining Cambria Global Asset Allocation ETF position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 120 Cambria Global Asset Allocation ETF shares in Q1 2017, an estimated $3K.
Creative Planning first reported a position in Cambria Global Asset Allocation ETF in Q2 2016 and held it in 3 quarters.
Creative Planning's Cambria Global Asset Allocation ETF position peaked at $3K in Q4 2016.
7 funds tracked by Wall St. Rank held Cambria Global Asset Allocation ETF as of Q1 2017.

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