Creative Planning’s HORIZONS S&P FINL SELECT SECTOR COVERED CALL ETF HFIN Stock Holding History

Creative Planning’s Portfolio HFIN Stock Details HFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-3,500	Closed	-$146K	–	4120
2014 Q1	$146K	Buy	+3,500	New	+$143K	﹤0.01%	1163

Other funds holding HFIN

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Creative Planning's HFIN Position: Q2 2014 in Review

Creative Planning sold out of HORIZONS S&P FINL SELECT SECTOR COVERED CALL ETF (HFIN) in Q2 2014, closing a stake of 3,500 shares — an estimated $146K sold.

Creative Planning first reported a position in HFIN in Q1 2014 and held it in 1 quarter. The position peaked at $146K in Q1 2014. 2 funds tracked by Wall St. Rank hold HFIN as of Q2 2014.

Creative Planning reported no remaining HORIZONS S&P FINL SELECT SECTOR COVERED CALL ETF position as of Q2 2014 after selling out during the quarter.
Creative Planning sold 3,500 HORIZONS S&P FINL SELECT SECTOR COVERED CALL ETF shares in Q2 2014, an estimated $146K.
Creative Planning first reported a position in HORIZONS S&P FINL SELECT SECTOR COVERED CALL ETF in Q1 2014 and held it in 1 quarter.
Creative Planning's HORIZONS S&P FINL SELECT SECTOR COVERED CALL ETF position peaked at $146K in Q1 2014.
2 funds tracked by Wall St. Rank held HORIZONS S&P FINL SELECT SECTOR COVERED CALL ETF as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.