Creative Planning’s ProShares S&P 500 ex-Financials ETF SPXN Stock Holding History

Creative Planning’s Portfolio SPXN Stock Details SPXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-400	Closed	-$10K	–	3467
2017 Q2	$10K	Hold	400	–	–	﹤0.01%	3635
2017 Q1	$10K	Hold	400	–	–	﹤0.01%	3604
2016 Q4	$9K	Buy	+400	New	+$9.03K	﹤0.01%	3626

Other funds holding SPXN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's SPXN Position: Q3 2017 in Review

Creative Planning sold out of ProShares S&P 500 ex-Financials ETF (SPXN) in Q3 2017, closing a stake of 400 shares — an estimated $10K sold.

Creative Planning first reported a position in SPXN in Q4 2016 and held it in 3 quarters. The position peaked at $10K in Q2 2017. 1 fund tracked by Wall St. Rank holds SPXN as of Q3 2017.

Creative Planning reported no remaining ProShares S&P 500 ex-Financials ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 400 ProShares S&P 500 ex-Financials ETF shares in Q3 2017, an estimated $10K.
Creative Planning first reported a position in ProShares S&P 500 ex-Financials ETF in Q4 2016 and held it in 3 quarters.
Creative Planning's ProShares S&P 500 ex-Financials ETF position peaked at $10K in Q2 2017.
1 fund tracked by Wall St. Rank held ProShares S&P 500 ex-Financials ETF as of Q3 2017.

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