Creative Planning’s ProShares Ultra Euro ULE Stock Holding History

Creative Planning’s Portfolio ULE Stock Details ULE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5	Closed	–	–	3608
2017 Q2	$0	Buy	+5	New	+$76	﹤0.01%	4838
2017 Q1	–	Sell	-30	Closed	–	–	4913
2016 Q4	$0	Hold	30	–	–	﹤0.01%	4845
2016 Q3	$0	Hold	30	–	–	﹤0.01%	4741
2016 Q2	$0	Hold	30	–	–	﹤0.01%	4533
2016 Q1	$1K	Hold	30	–	–	﹤0.01%	4181
2015 Q4	$0	Hold	30	–	–	﹤0.01%	4587
2015 Q3	$0	Buy	+30	New	+$494	﹤0.01%	4360
2015 Q2	–	Sell	-1,030	Closed	-$16K	–	2916
2015 Q1	$16K	Buy	+1,030	New	+$17.7K	﹤0.01%	2886

Other funds holding ULE

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

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

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

LTFS

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

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

Creative Planning's ULE Position: Q3 2017 in Review

Creative Planning sold out of ProShares Ultra Euro (ULE) in Q3 2017, closing a stake of 5 shares.

Creative Planning first reported a position in ULE in Q1 2015 and held it in 8 quarters. The position peaked at $16K in Q1 2015. 6 funds tracked by Wall St. Rank hold ULE as of Q3 2017.

Creative Planning reported no remaining ProShares Ultra Euro position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 5 ProShares Ultra Euro shares in Q3 2017.
Creative Planning first reported a position in ProShares Ultra Euro in Q1 2015 and held it in 8 quarters.
Creative Planning's ProShares Ultra Euro position peaked at $16K in Q1 2015.
6 funds tracked by Wall St. Rank held ProShares Ultra Euro as of Q3 2017.

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