Creative Planning’s WBI BullBear Rising Income 3000 ETF WBIE Stock Holding History

Creative Planning’s Portfolio WBIE Stock Details WBIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,061	Closed	-$25K	–	4930
2017 Q1	$25K	Buy	+1,061	New	+$24.5K	﹤0.01%	2984

Other funds holding WBIE

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Creative Planning's WBIE Position: Q2 2017 in Review

Creative Planning sold out of WBI BullBear Rising Income 3000 ETF (WBIE) in Q2 2017, closing a stake of 1,061 shares — an estimated $25K sold.

Creative Planning first reported a position in WBIE in Q1 2017 and held it in 1 quarter. The position peaked at $25K in Q1 2017. 12 funds tracked by Wall St. Rank hold WBIE as of Q2 2017.

Creative Planning reported no remaining WBI BullBear Rising Income 3000 ETF position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 1,061 WBI BullBear Rising Income 3000 ETF shares in Q2 2017, an estimated $25K.
Creative Planning first reported a position in WBI BullBear Rising Income 3000 ETF in Q1 2017 and held it in 1 quarter.
Creative Planning's WBI BullBear Rising Income 3000 ETF position peaked at $25K in Q1 2017.
12 funds tracked by Wall St. Rank held WBI BullBear Rising Income 3000 ETF as of Q2 2017.

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