Creative Planning
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Creative Planning’s ProShares UltraPro MidCap400 UMDD Stock Holding History

Creative Planning’s Portfolio UMDD Stock Details UMDD Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
2017
Q2 		$108K Hold
2017
Q1 		$104K Hold
2016
Q4 		$94K Hold
2016
Q3 		$78K Hold
2016
Q2 		$70K Hold
2016
Q1 		$64K Hold
2015
Q4 		$60K Buy