Creative Planning
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Creative Planning’s ProShares Ultra Materials UYM Stock Holding History

Creative Planning’s Portfolio UYM Stock Details UYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,000
Closed -$20K – 4745
2016
Q2 		$20K Buy
+2,000
New +$20.7K ﹤0.01% 2812

Other funds holding UYM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWMPD
Integrated Wealth Management (Palm Desert) Palm Desert, California $299M AUM 12.85% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Creative Planning's UYM Position: Q3 2016 in Review

Creative Planning sold out of ProShares Ultra Materials (UYM) in Q3 2016, closing a stake of 2,000 shares — an estimated $20K sold.

Creative Planning first reported a position in UYM in Q2 2016 and held it in 1 quarter. The position peaked at $20K in Q2 2016. 12 funds tracked by Wall St. Rank hold UYM as of Q3 2016.

  • Creative Planning reported no remaining ProShares Ultra Materials position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 2,000 ProShares Ultra Materials shares in Q3 2016, an estimated $20K.
  • Creative Planning first reported a position in ProShares Ultra Materials in Q2 2016 and held it in 1 quarter.
  • Creative Planning's ProShares Ultra Materials position peaked at $20K in Q2 2016.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.