Creative Planning’s iPath S&P VEQTOR ETN VQT Stock Holding History

Creative Planning’s Portfolio VQT Stock Details VQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-488	Closed	-$67K	–	5021
2016 Q4	$67K	Hold	488	–	–	﹤0.01%	2155
2016 Q3	$66K	Buy	+488	New	+$65.5K	﹤0.01%	2152
2014 Q4	–	Sell	-185	Closed	-$28K	–	4416
2014 Q3	$28K	Sell	185 -635	-77%	-$95.5K	﹤0.01%	2310
2014 Q2	$122K	Buy	+820	New	+$120K	﹤0.01%	1315
2013 Q3	–	Sell	-23	Closed	-$3K	–	3405
2013 Q2	$3K	Buy	+23	New	+$3.18K	﹤0.01%	2754

Other funds holding VQT

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return

Creative Planning's VQT Position: Q1 2017 in Review

Creative Planning sold out of iPath S&P VEQTOR ETN (VQT) in Q1 2017, closing a stake of 488 shares — an estimated $67K sold.

Creative Planning first reported a position in VQT in Q2 2013 and held it in 5 quarters. The position peaked at $122K in Q2 2014. 15 funds tracked by Wall St. Rank hold VQT as of Q1 2017.

Creative Planning reported no remaining iPath S&P VEQTOR ETN position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 488 iPath S&P VEQTOR ETN shares in Q1 2017, an estimated $67K.
Creative Planning first reported a position in iPath S&P VEQTOR ETN in Q2 2013 and held it in 5 quarters.
Creative Planning's iPath S&P VEQTOR ETN position peaked at $122K in Q2 2014.
15 funds tracked by Wall St. Rank held iPath S&P VEQTOR ETN as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.