Creative Planning
SNLN

Creative Planning’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Creative Planning’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,167
Closed -$192K – 2110
2018
Q4 		$192K Buy
+11,167
New +$200K ﹤0.01% 1511
2017
Q4 		– Sell
-10,860
Closed -$199K – 2028
2017
Q3 		$199K Buy
10,860
+5,589
+106% +$103K ﹤0.01% 1610
2017
Q2 		$97K Sell
5,271
-3,773
-42% -$69.9K ﹤0.01% 2022
2017
Q1 		$168K Buy
9,044
+2,535
+39% +$47.3K ﹤0.01% 1601
2016
Q4 		$122K Buy
6,509
+4,415
+211% +$82.2K ﹤0.01% 1726
2016
Q3 		$39K Sell
2,094
-9,299
-82% -$173K ﹤0.01% 2568
2016
Q2 		$209K Buy
11,393
+3,043
+36% +$56.1K ﹤0.01% 1235
2016
Q1 		$152K Buy
+8,350
New +$150K ﹤0.01% 1368
2015
Q1 		– Sell
-648
Closed -$12K – 4458
2014
Q4 		$12K Buy
+648
New +$12.6K ﹤0.01% 3032
2014
Q1 		– Sell
-1,345
Closed -$27K – 3795
2013
Q4 		$27K Buy
+1,345
New +$26.9K ﹤0.01% 2019

Other funds holding SNLN

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return