Creative Planning
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Creative Planning’s Hull Tactical US ETF HTUS Stock Holding History

Creative Planning’s Portfolio HTUS Stock Details HTUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-800
Closed -$21K – 4702
2017
Q1 		$21K Buy
+800
New +$21.3K ﹤0.01% 3098

Other funds holding HTUS

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CFP
Cornerstone Financial Partners Huntersville, North Carolina $306M AUM 18.73% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Creative Planning's HTUS Position: Q2 2017 in Review

Creative Planning sold out of Hull Tactical US ETF (HTUS) in Q2 2017, closing a stake of 800 shares — an estimated $21K sold.

Creative Planning first reported a position in HTUS in Q1 2017 and held it in 1 quarter. The position peaked at $21K in Q1 2017. 14 funds tracked by Wall St. Rank hold HTUS as of Q2 2017.

  • Creative Planning reported no remaining Hull Tactical US ETF position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 800 Hull Tactical US ETF shares in Q2 2017, an estimated $21K.
  • Creative Planning first reported a position in Hull Tactical US ETF in Q1 2017 and held it in 1 quarter.
  • Creative Planning's Hull Tactical US ETF position peaked at $21K in Q1 2017.
  • 14 funds tracked by Wall St. Rank held Hull Tactical US ETF as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.