Creative Planning
VIIX

Creative Planning’s VelocityShares VIX Short Term ETN VIIX Stock Holding History

Creative Planning’s Portfolio VIIX Stock Details VIIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-30
Closed -$3K – 4565
2017
Q2 		$3K Buy
+30
New +$3.66K ﹤0.01% 4261

Other funds holding VIIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
DWM
Doyle Wealth Management St. Petersburg, Florida $1.16B AUM 9.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's VIIX Position: Q3 2017 in Review

Creative Planning sold out of VelocityShares VIX Short Term ETN (VIIX) in Q3 2017, closing a stake of 30 shares — an estimated $3K sold.

Creative Planning first reported a position in VIIX in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 11 funds tracked by Wall St. Rank hold VIIX as of Q3 2017.

  • Creative Planning reported no remaining VelocityShares VIX Short Term ETN position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 30 VelocityShares VIX Short Term ETN shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in VelocityShares VIX Short Term ETN in Q2 2017 and held it in 1 quarter.
  • Creative Planning's VelocityShares VIX Short Term ETN position peaked at $3K in Q2 2017.
  • 11 funds tracked by Wall St. Rank held VelocityShares VIX Short Term ETN as of Q3 2017.

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