Creative Planning
TMF icon

Creative Planning’s Direxion Daily 20+ Year Treasury Bull 3X ETF TMF Stock Holding History

Creative Planning’s Portfolio TMF Stock Details TMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-50
Closed -$9K – 4906
2016
Q4 		$9K Buy
+50
New +$10.5K ﹤0.01% 3629

Other funds holding TMF

ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning's TMF Position: Q1 2017 in Review

Creative Planning sold out of Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) in Q1 2017, closing a stake of 50 shares — an estimated $9K sold.

Creative Planning first reported a position in TMF in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 16 funds tracked by Wall St. Rank hold TMF as of Q1 2017.

  • Creative Planning reported no remaining Direxion Daily 20+ Year Treasury Bull 3X ETF position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 50 Direxion Daily 20+ Year Treasury Bull 3X ETF shares in Q1 2017, an estimated $9K.
  • Creative Planning first reported a position in Direxion Daily 20+ Year Treasury Bull 3X ETF in Q4 2016 and held it in 1 quarter.
  • Creative Planning's Direxion Daily 20+ Year Treasury Bull 3X ETF position peaked at $9K in Q4 2016.
  • 16 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bull 3X ETF as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.