Creative Planning’s Direxion iBillionaire Index ETF IBLN Stock Holding History

Creative Planning’s Portfolio IBLN Stock Details IBLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-300	Closed	-$7K	–	4848
2016 Q2	$7K	Buy	+300	New	+$7.3K	﹤0.01%	3496
2015 Q1	–	Sell	-8,900	Closed	-$231K	–	4521
2014 Q4	$231K	Hold	8,900	–	–	﹤0.01%	1053
2014 Q3	$225K	Buy	+8,900	New	+$228K	﹤0.01%	996

Other funds holding IBLN

VKH

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Creative Planning's IBLN Position: Q3 2016 in Review

Creative Planning sold out of Direxion iBillionaire Index ETF (IBLN) in Q3 2016, closing a stake of 300 shares — an estimated $7K sold.

Creative Planning first reported a position in IBLN in Q3 2014 and held it in 3 quarters. The position peaked at $231K in Q4 2014. 15 funds tracked by Wall St. Rank hold IBLN as of Q3 2016.

Creative Planning reported no remaining Direxion iBillionaire Index ETF position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 300 Direxion iBillionaire Index ETF shares in Q3 2016, an estimated $7K.
Creative Planning first reported a position in Direxion iBillionaire Index ETF in Q3 2014 and held it in 3 quarters.
Creative Planning's Direxion iBillionaire Index ETF position peaked at $231K in Q4 2014.
15 funds tracked by Wall St. Rank held Direxion iBillionaire Index ETF as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.