Creative Planning’s ETRACS 2xMonthly Leveraged Alerian MLP Infrastructure Index MLPQ Stock Holding History

Creative Planning’s Portfolio MLPQ Stock Details MLPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-117,916	Closed	-$2.45M	–	2189
2019 Q4	$2.45M	Buy	117,916 +39,300	+50%	+$794K	0.01%	451
2019 Q3	$1.94M	Buy	78,616 +13,000	+20%	+$338K	0.01%	502
2019 Q2	$1.87M	Hold	65,616	–	–	0.01%	520
2019 Q1	$1.96M	Buy	65,616 +616	+0.9%	+$17.4K	0.01%	468
2018 Q4	$1.52M	Buy	65,000 +20,000	+44%	+$587K	0.01%	501
2018 Q3	$1.59M	Buy	+45,000	New	+$1.62M	0.01%	553

Creative Planning's MLPQ Position: Q1 2020 in Review

Creative Planning sold out of ETRACS 2xMonthly Leveraged Alerian MLP Infrastructure Index (MLPQ) in Q1 2020, closing a stake of 117,916 shares — an estimated $2.45M sold.

Creative Planning first reported a position in MLPQ in Q3 2018 and held it in 6 quarters. The position peaked at $2.45M in Q4 2019. 0 funds tracked by Wall St. Rank hold MLPQ as of Q1 2020.

Creative Planning reported no remaining ETRACS 2xMonthly Leveraged Alerian MLP Infrastructure Index position as of Q1 2020 after selling out during the quarter.
Creative Planning sold 117,916 ETRACS 2xMonthly Leveraged Alerian MLP Infrastructure Index shares in Q1 2020, an estimated $2.45M.
Creative Planning first reported a position in ETRACS 2xMonthly Leveraged Alerian MLP Infrastructure Index in Q3 2018 and held it in 6 quarters.
Creative Planning's ETRACS 2xMonthly Leveraged Alerian MLP Infrastructure Index position peaked at $2.45M in Q4 2019.
0 funds tracked by Wall St. Rank held ETRACS 2xMonthly Leveraged Alerian MLP Infrastructure Index as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.