Creative Planning
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Creative Planning’s ProShares Short QQQ PSQ Stock Holding History

Creative Planning’s Portfolio PSQ Stock Details PSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4
Closed -$1K – 3256
2017
Q2 		$1K Sell
4
-2
-33% -$406 ﹤0.01% 4477
2017
Q1 		$1K Buy
6
+2
+50% +$439 ﹤0.01% 4488
2016
Q4 		$1K Sell
4
-31
-89% -$7.4K ﹤0.01% 4476
2016
Q3 		$8K Buy
35
+31
+775% +$7.62K ﹤0.01% 3659
2016
Q2 		$1K Hold
4
– – ﹤0.01% 4198
2016
Q1 		$1K Sell
4
-26
-87% -$7.25K ﹤0.01% 4157
2015
Q4 		$8K Sell
30
-7,740
-100% -$2.04M ﹤0.01% 3428
2015
Q3 		$2.26M Buy
+7,770
New +$2.17M 0.02% 276
2015
Q2 		– Sell
-10
Closed -$3K – 2525
2015
Q1 		$3K Sell
10
-17
-63% -$4.95K ﹤0.01% 3764
2014
Q4 		$8K Buy
27
+17
+170% +$5.21K ﹤0.01% 3242
2014
Q3 		$3K Sell
10
-10
-50% -$3.21K ﹤0.01% 3531
2014
Q2 		$7K Buy
20
+10
+100% +$3.53K ﹤0.01% 3056
2014
Q1 		$4K Hold
10
– – ﹤0.01% 3182
2013
Q4 		$4K Hold
10
– – ﹤0.01% 2916
2013
Q3 		$4K Hold
10
– – ﹤0.01% 2807
2013
Q2 		$5K Buy
+10
New +$4.61K ﹤0.01% 2553

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Creative Planning's PSQ Position: Q3 2017 in Review

Creative Planning sold out of ProShares Short QQQ (PSQ) in Q3 2017, closing a stake of 4 shares — an estimated $1K sold.

Creative Planning first reported a position in PSQ in Q2 2013 and held it in 16 quarters. The position peaked at $2.26M in Q3 2015. 38 funds tracked by Wall St. Rank hold PSQ as of Q3 2017.

  • Creative Planning reported no remaining ProShares Short QQQ position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 4 ProShares Short QQQ shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in ProShares Short QQQ in Q2 2013 and held it in 16 quarters.
  • Creative Planning's ProShares Short QQQ position peaked at $2.26M in Q3 2015.
  • 38 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q3 2017.

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