Creative Planning
HYLD

Creative Planning’s High Yield ETF HYLD Stock Holding History

Creative Planning’s Portfolio HYLD Stock Details HYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-497
Closed -$18K – 3933
2017
Q2 		$18K Sell
497
-1,819
-79% -$65.4K ﹤0.01% 3256
2017
Q1 		$82K Buy
2,316
+69
+3% +$2.48K ﹤0.01% 2094
2016
Q4 		$80K Buy
2,247
+477
+27% +$16.7K ﹤0.01% 2021
2016
Q3 		$62K Hold
1,770
– – ﹤0.01% 2193
2016
Q2 		$60K Hold
1,770
– – ﹤0.01% 2015
2016
Q1 		$56K Hold
1,770
– – ﹤0.01% 2020
2015
Q4 		$58K Sell
1,770
-49
-3% -$1.73K ﹤0.01% 2004
2015
Q3 		$66K Buy
+1,819
New +$70.5K ﹤0.01% 1849
2015
Q2 		– Sell
-1,770
Closed -$73K – 3233
2015
Q1 		$73K Hold
1,770
– – ﹤0.01% 1755
2014
Q4 		$73K Sell
1,770
-309
-15% -$14.2K ﹤0.01% 1739
2014
Q3 		$104K Buy
2,079
+329
+19% +$17.2K ﹤0.01% 1447
2014
Q2 		$93K Buy
+1,750
New +$92.6K ﹤0.01% 1484
2014
Q1 		– Sell
-1,565
Closed -$81K – 3796
2013
Q4 		$81K Buy
+1,565
New +$81.2K ﹤0.01% 1322

Other funds holding HYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Creative Planning's HYLD Position: Q3 2017 in Review

Creative Planning sold out of High Yield ETF (HYLD) in Q3 2017, closing a stake of 497 shares — an estimated $18K sold.

Creative Planning first reported a position in HYLD in Q4 2013 and held it in 13 quarters. The position peaked at $104K in Q3 2014. 35 funds tracked by Wall St. Rank hold HYLD as of Q3 2017.

  • Creative Planning reported no remaining High Yield ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 497 High Yield ETF shares in Q3 2017, an estimated $18K.
  • Creative Planning first reported a position in High Yield ETF in Q4 2013 and held it in 13 quarters.
  • Creative Planning's High Yield ETF position peaked at $104K in Q3 2014.
  • 35 funds tracked by Wall St. Rank held High Yield ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.