Creative Planning’s ProShares Short Russell2000 RWM Stock Holding History

Creative Planning’s Portfolio RWM Stock Details RWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-13,108	Closed	-$474K	–	2246
2020 Q2	$474K	Buy	+13,108	New	+$536K	﹤0.01%	1061
2017 Q3	–	Sell	-308	Closed	-$14K	–	3355
2017 Q2	$14K	Buy	+308	New	+$14.6K	﹤0.01%	3415
2015 Q4	–	Sell	-35,442	Closed	-$2.31M	–	4551
2015 Q3	$2.31M	Buy	+35,442	New	+$2.15M	0.02%	273
2014 Q1	–	Sell	-25	Closed	-$2K	–	3735
2013 Q4	$2K	Buy	+25	New	+$1.78K	﹤0.01%	3113

Other funds holding RWM

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

DIGDR

Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return

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

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

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

KJHP

K.J. Harrison & Partners Toronto, Ontario, Canada $608M AUM 45.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning's RWM Position: Q3 2020 in Review

Creative Planning sold out of ProShares Short Russell2000 (RWM) in Q3 2020, closing a stake of 13,108 shares — an estimated $474K sold.

Creative Planning first reported a position in RWM in Q4 2013 and held it in 4 quarters. The position peaked at $2.31M in Q3 2015. 60 funds tracked by Wall St. Rank hold RWM as of Q3 2020.

Creative Planning reported no remaining ProShares Short Russell2000 position as of Q3 2020 after selling out during the quarter.
Creative Planning sold 13,108 ProShares Short Russell2000 shares in Q3 2020, an estimated $474K.
Creative Planning first reported a position in ProShares Short Russell2000 in Q4 2013 and held it in 4 quarters.
Creative Planning's ProShares Short Russell2000 position peaked at $2.31M in Q3 2015.
60 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2020.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.