Creative Planning’s WBI BullBear Global Rotation ETF WBIR Stock Holding History

Creative Planning’s Portfolio WBIR Stock Details WBIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-471	Closed	-$11K	–	4971
2017 Q1	$11K	Buy	+471	New	+$11.3K	﹤0.01%	3562

Other funds holding WBIR

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

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

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

Creative Planning's WBIR Position: Q2 2017 in Review

Creative Planning sold out of WBI BullBear Global Rotation ETF (WBIR) in Q2 2017, closing a stake of 471 shares — an estimated $11K sold.

Creative Planning first reported a position in WBIR in Q1 2017 and held it in 1 quarter. The position peaked at $11K in Q1 2017. 7 funds tracked by Wall St. Rank hold WBIR as of Q2 2017.

Creative Planning reported no remaining WBI BullBear Global Rotation ETF position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 471 WBI BullBear Global Rotation ETF shares in Q2 2017, an estimated $11K.
Creative Planning first reported a position in WBI BullBear Global Rotation ETF in Q1 2017 and held it in 1 quarter.
Creative Planning's WBI BullBear Global Rotation ETF position peaked at $11K in Q1 2017.
7 funds tracked by Wall St. Rank held WBI BullBear Global Rotation ETF as of Q2 2017.

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