Creative Planning’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Creative Planning’s Portfolio SURE Stock Details SURE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-231	Closed	-$15K	–	3501
2017 Q2	$15K	Hold	231	–	–	﹤0.01%	3374
2017 Q1	$15K	Sell	231 -1,624	-88%	-$106K	﹤0.01%	3344
2016 Q4	$118K	Buy	1,855 +1,624	+703%	+$100K	﹤0.01%	1753
2016 Q3	$13K	Hold	231	–	–	﹤0.01%	3342
2016 Q2	$13K	Hold	231	–	–	﹤0.01%	3088
2016 Q1	$13K	Sell	231 -200	-46%	-$10.5K	﹤0.01%	3062
2015 Q4	$23K	Buy	431 +231	+116%	+$12.8K	﹤0.01%	2752
2015 Q3	$11K	Buy	+200	New	+$11.2K	﹤0.01%	3161
2014 Q2	–	Sell	-15	Closed	-$1K	–	3947
2014 Q1	$1K	Buy	+15	New	+$727	﹤0.01%	3523

Other funds holding SURE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

LTFS

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

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Creative Planning's SURE Position: Q3 2017 in Review

Creative Planning sold out of AdvisorShares Insider Advantage ETF (SURE) in Q3 2017, closing a stake of 231 shares — an estimated $15K sold.

Creative Planning first reported a position in SURE in Q1 2014 and held it in 9 quarters. The position peaked at $118K in Q4 2016. 30 funds tracked by Wall St. Rank hold SURE as of Q3 2017.

Creative Planning reported no remaining AdvisorShares Insider Advantage ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 231 AdvisorShares Insider Advantage ETF shares in Q3 2017, an estimated $15K.
Creative Planning first reported a position in AdvisorShares Insider Advantage ETF in Q1 2014 and held it in 9 quarters.
Creative Planning's AdvisorShares Insider Advantage ETF position peaked at $118K in Q4 2016.
30 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2017.

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