Creative Planning
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Creative Planning’s WBI Trend Leaders Hedged ETF WBIL Stock Holding History

Creative Planning’s Portfolio WBIL Stock Details WBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-656
Closed -$16K – 4853
2017
Q1 		$16K Buy
+656
New +$15.8K ﹤0.01% 3293

Other funds holding WBIL

WBI Investments
WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return
FDx Advisors
FDx Advisors Chicago, Illinois $317M AUM 14.62% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning's WBIL Position: Q2 2017 in Review

Creative Planning sold out of WBI Trend Leaders Hedged ETF (WBIL) in Q2 2017, closing a stake of 656 shares — an estimated $16K sold.

Creative Planning first reported a position in WBIL in Q1 2017 and held it in 1 quarter. The position peaked at $16K in Q1 2017. 13 funds tracked by Wall St. Rank hold WBIL as of Q2 2017.

  • Creative Planning reported no remaining WBI Trend Leaders Hedged ETF position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 656 WBI Trend Leaders Hedged ETF shares in Q2 2017, an estimated $16K.
  • Creative Planning first reported a position in WBI Trend Leaders Hedged ETF in Q1 2017 and held it in 1 quarter.
  • Creative Planning's WBI Trend Leaders Hedged ETF position peaked at $16K in Q1 2017.
  • 13 funds tracked by Wall St. Rank held WBI Trend Leaders Hedged ETF as of Q2 2017.

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