Creative Planning’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

Creative Planning’s Portfolio SLVO Stock Details SLVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-140	Closed	-$23K	–	3429
2017 Q2	$23K	Hold	140	–	–	﹤0.01%	3098
2017 Q1	$26K	Buy	+140	New	+$24.9K	﹤0.01%	2952

Other funds holding SLVO

RIA

RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Creative Planning's SLVO Position: Q3 2017 in Review

Creative Planning sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q3 2017, closing a stake of 140 shares — an estimated $23K sold.

Creative Planning first reported a position in SLVO in Q1 2017 and held it in 2 quarters. The position peaked at $26K in Q1 2017. 10 funds tracked by Wall St. Rank hold SLVO as of Q3 2017.

Creative Planning reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 140 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q3 2017, an estimated $23K.
Creative Planning first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q1 2017 and held it in 2 quarters.
Creative Planning's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $26K in Q1 2017.
10 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q3 2017.

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