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
2026 Q2	$186K	Buy	+14,015	New	+$201K	﹤0.01%	3894
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

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFS

AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Planning's RWM Position: Q2 2026 in Review

Creative Planning opened a new position in ProShares Short Russell2000 (RWM) in Q2 2026: 14,015 shares worth $186K. The stake represents ﹤0.01% of the portfolio and ranks #3894 among its holdings. This is a return to the name: Creative Planning previously reported a position in RWM as recently as Q2 2020.

Creative Planning first reported a position in RWM in Q4 2013 and has held it in 5 quarters since. The position peaked at $2.31M in Q3 2015. 39 funds tracked by Wall St. Rank hold RWM as of Q2 2026.

Creative Planning held 14,015 shares of ProShares Short Russell2000 worth $186K as of Q2 2026.
ProShares Short Russell2000 was a new Creative Planning position in Q2 2026.
ProShares Short Russell2000 made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3894 holding.
Creative Planning first reported a position in ProShares Short Russell2000 in Q4 2013 and has held it in 5 quarters since.
Creative Planning's ProShares Short Russell2000 position peaked at $2.31M in Q3 2015.
39 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.