Creative Planning
RJA

Creative Planning’s AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return RJA Stock Holding History

Creative Planning’s Portfolio RJA Stock Details RJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,700
Closed -$27K – 2598
2022
Q1 		$27K Buy
+2,700
New +$25.6K ﹤0.01% 2113
2016
Q2 		– Sell
-900
Closed -$6K – 4577
2016
Q1 		$6K Buy
900
+200
+29% +$1.22K ﹤0.01% 3523
2015
Q4 		$4K Buy
+700
New +$4.47K ﹤0.01% 3825
2014
Q2 		– Sell
-2,310
Closed -$21K – 4015
2014
Q1 		$21K Sell
2,310
-2,000
-46% -$16.7K ﹤0.01% 2347
2013
Q4 		$34K Buy
4,310
+2,000
+87% +$16.2K ﹤0.01% 1867
2013
Q3 		$19K Hold
2,310
– – ﹤0.01% 2139
2013
Q2 		$19K Buy
+2,310
New +$20.1K ﹤0.01% 1968

Other funds holding RJA

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

Creative Planning's RJA Position: Q2 2022 in Review

Creative Planning sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return (RJA) in Q2 2022, closing a stake of 2,700 shares — an estimated $27K sold.

Creative Planning first reported a position in RJA in Q2 2013 and held it in 7 quarters. The position peaked at $34K in Q4 2013. 77 funds tracked by Wall St. Rank hold RJA as of Q2 2022.

  • Creative Planning reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return position as of Q2 2022 after selling out during the quarter.
  • Creative Planning sold 2,700 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return shares in Q2 2022, an estimated $27K.
  • Creative Planning first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return in Q2 2013 and held it in 7 quarters.
  • Creative Planning's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return position peaked at $34K in Q4 2013.
  • 77 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.