Creative Planning’s ProShares UltraPro MidCap400 UMDD Stock Holding History

Creative Planning’s Portfolio UMDD Stock Details UMDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-6,000	Closed	-$108K	–	3609
2017 Q2	$108K	Hold	6,000	–	–	﹤0.01%	1934
2017 Q1	$104K	Hold	6,000	–	–	﹤0.01%	1932
2016 Q4	$94K	Hold	6,000	–	–	﹤0.01%	1918
2016 Q3	$78K	Hold	6,000	–	–	﹤0.01%	2024
2016 Q2	$70K	Hold	6,000	–	–	﹤0.01%	1914
2016 Q1	$64K	Hold	6,000	–	–	﹤0.01%	1925
2015 Q4	$60K	Buy	+6,000	New	+$63.4K	﹤0.01%	1974

Other funds holding UMDD

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Creative Planning's UMDD Position: Q3 2017 in Review

Creative Planning sold out of ProShares UltraPro MidCap400 (UMDD) in Q3 2017, closing a stake of 6,000 shares — an estimated $108K sold.

Creative Planning first reported a position in UMDD in Q4 2015 and held it in 7 quarters. The position peaked at $108K in Q2 2017. 6 funds tracked by Wall St. Rank hold UMDD as of Q3 2017.

Creative Planning reported no remaining ProShares UltraPro MidCap400 position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 6,000 ProShares UltraPro MidCap400 shares in Q3 2017, an estimated $108K.
Creative Planning first reported a position in ProShares UltraPro MidCap400 in Q4 2015 and held it in 7 quarters.
Creative Planning's ProShares UltraPro MidCap400 position peaked at $108K in Q2 2017.
6 funds tracked by Wall St. Rank held ProShares UltraPro MidCap400 as of Q3 2017.

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