Creative Planning’s ProShares Ultra FTSE Europe UPV Stock Holding History

Creative Planning’s Portfolio UPV Stock Details UPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-2,000	Closed	-$93K	–	2927
2015 Q1	$93K	Buy	+2,000	New	+$90.8K	﹤0.01%	1617

Other funds holding UPV

Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Creative Planning's UPV Position: Q2 2015 in Review

Creative Planning sold out of ProShares Ultra FTSE Europe (UPV) in Q2 2015, closing a stake of 2,000 shares — an estimated $93K sold.

Creative Planning first reported a position in UPV in Q1 2015 and held it in 1 quarter. The position peaked at $93K in Q1 2015. 7 funds tracked by Wall St. Rank hold UPV as of Q2 2015.

Creative Planning reported no remaining ProShares Ultra FTSE Europe position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 2,000 ProShares Ultra FTSE Europe shares in Q2 2015, an estimated $93K.
Creative Planning first reported a position in ProShares Ultra FTSE Europe in Q1 2015 and held it in 1 quarter.
Creative Planning's ProShares Ultra FTSE Europe position peaked at $93K in Q1 2015.
7 funds tracked by Wall St. Rank held ProShares Ultra FTSE Europe as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.