Creative Planning
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Creative Planning’s ProShares UltraPro Short Russell2000 SRTY Stock Holding History

Creative Planning’s Portfolio SRTY Stock Details SRTY Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
2023
Q2 		$344K Sell
2023
Q1 		$1.49M Buy
2022
Q4 		$650K Buy
2017
Q3 		– Hold
2017
Q2 		– Hold
2017
Q1 		– Hold
2016
Q4 		– Hold
2016
Q3 		– Hold
2014
Q3 		– Sell
2014
Q2 		$44K Buy
2014
Q1 		$15K Buy