Creative Planning’s The Long-Term Care ETF OLD Stock Holding History

Creative Planning’s Portfolio OLD Stock Details OLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-10	Closed	–	–	4092
2017 Q2	$0	Buy	+10	New	+$260	﹤0.01%	4922

Other funds holding OLD

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Creative Planning's OLD Position: Q3 2017 in Review

Creative Planning sold out of The Long-Term Care ETF (OLD) in Q3 2017, closing a stake of 10 shares.

Creative Planning first reported a position in OLD in Q2 2017 and held it in 1 quarter. The position peaked at $0 in Q2 2017. 8 funds tracked by Wall St. Rank hold OLD as of Q3 2017.

Creative Planning reported no remaining The Long-Term Care ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 10 The Long-Term Care ETF shares in Q3 2017.
Creative Planning first reported a position in The Long-Term Care ETF in Q2 2017 and held it in 1 quarter.
Creative Planning's The Long-Term Care ETF position peaked at $0 in Q2 2017.
8 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q3 2017.

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