Creative Planning’s WBI BullBear Yield 3000 ETF WBIG Stock Holding History

Creative Planning’s Portfolio WBIG Stock Details WBIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-770	Closed	-$17K	–	4852
2017 Q1	$17K	Buy	+770	New	+$16.7K	﹤0.01%	3241

Other funds holding WBIG

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFM

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

Creative Planning's WBIG Position: Q2 2017 in Review

Creative Planning sold out of WBI BullBear Yield 3000 ETF (WBIG) in Q2 2017, closing a stake of 770 shares — an estimated $17K sold.

Creative Planning first reported a position in WBIG in Q1 2017 and held it in 1 quarter. The position peaked at $17K in Q1 2017. 9 funds tracked by Wall St. Rank hold WBIG as of Q2 2017.

Creative Planning reported no remaining WBI BullBear Yield 3000 ETF position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 770 WBI BullBear Yield 3000 ETF shares in Q2 2017, an estimated $17K.
Creative Planning first reported a position in WBI BullBear Yield 3000 ETF in Q1 2017 and held it in 1 quarter.
Creative Planning's WBI BullBear Yield 3000 ETF position peaked at $17K in Q1 2017.
9 funds tracked by Wall St. Rank held WBI BullBear Yield 3000 ETF as of Q2 2017.

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