Creative Planning’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

Creative Planning’s Portfolio SGDJ Stock Details SGDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-350	Closed	-$12K	–	3395
2017 Q2	$12K	Hold	350	–	–	﹤0.01%	3524
2017 Q1	$12K	Buy	+350	New	+$12.6K	﹤0.01%	3487

Other funds holding SGDJ

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LTFS

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Creative Planning's SGDJ Position: Q3 2017 in Review

Creative Planning sold out of Sprott Junior Gold Miners ETF (SGDJ) in Q3 2017, closing a stake of 350 shares — an estimated $12K sold.

Creative Planning first reported a position in SGDJ in Q1 2017 and held it in 2 quarters. The position peaked at $12K in Q2 2017. 19 funds tracked by Wall St. Rank hold SGDJ as of Q3 2017.

Creative Planning reported no remaining Sprott Junior Gold Miners ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 350 Sprott Junior Gold Miners ETF shares in Q3 2017, an estimated $12K.
Creative Planning first reported a position in Sprott Junior Gold Miners ETF in Q1 2017 and held it in 2 quarters.
Creative Planning's Sprott Junior Gold Miners ETF position peaked at $12K in Q2 2017.
19 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q3 2017.

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