Creative Planning’s WBI BullBear Quality 2000 ETF WBID Stock Holding History

Creative Planning’s Portfolio WBID Stock Details WBID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-548	Closed	-$13K	–	5102
2017 Q1	$13K	Buy	+548	New	+$12.6K	﹤0.01%	3456

Other funds holding WBID

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Creative Planning's WBID Position: Q2 2017 in Review

Creative Planning sold out of WBI BullBear Quality 2000 ETF (WBID) in Q2 2017, closing a stake of 548 shares — an estimated $13K sold.

Creative Planning first reported a position in WBID in Q1 2017 and held it in 1 quarter. The position peaked at $13K in Q1 2017. 6 funds tracked by Wall St. Rank hold WBID as of Q2 2017.

Creative Planning reported no remaining WBI BullBear Quality 2000 ETF position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 548 WBI BullBear Quality 2000 ETF shares in Q2 2017, an estimated $13K.
Creative Planning first reported a position in WBI BullBear Quality 2000 ETF in Q1 2017 and held it in 1 quarter.
Creative Planning's WBI BullBear Quality 2000 ETF position peaked at $13K in Q1 2017.
6 funds tracked by Wall St. Rank held WBI BullBear Quality 2000 ETF as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.