Creative Planning’s ProShares UltraPro Short 20+ Year Treasury TTT Stock Holding History

Creative Planning’s Portfolio TTT Stock Details TTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5,035	Closed	-$230K	–	2565
2021 Q1	$230K	Buy	+5,035	New	+$194K	﹤0.01%	1984

Other funds holding TTT

CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Creative Planning's TTT Position: Q2 2021 in Review

Creative Planning sold out of ProShares UltraPro Short 20+ Year Treasury (TTT) in Q2 2021, closing a stake of 5,035 shares — an estimated $230K sold.

Creative Planning first reported a position in TTT in Q1 2021 and held it in 1 quarter. The position peaked at $230K in Q1 2021. 13 funds tracked by Wall St. Rank hold TTT as of Q2 2021.

Creative Planning reported no remaining ProShares UltraPro Short 20+ Year Treasury position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 5,035 ProShares UltraPro Short 20+ Year Treasury shares in Q2 2021, an estimated $230K.
Creative Planning first reported a position in ProShares UltraPro Short 20+ Year Treasury in Q1 2021 and held it in 1 quarter.
Creative Planning's ProShares UltraPro Short 20+ Year Treasury position peaked at $230K in Q1 2021.
13 funds tracked by Wall St. Rank held ProShares UltraPro Short 20+ Year Treasury as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.