Creative Planning’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Creative Planning’s Portfolio WBIY Stock Details WBIY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-455	Closed	-$11K	–	4854
2017 Q1	$11K	Buy	+455	New	+$11.1K	﹤0.01%	3546

Other funds holding WBIY

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning's WBIY Position: Q2 2017 in Review

Creative Planning sold out of WBI Power Factor High Dividend ETF (WBIY) in Q2 2017, closing a stake of 455 shares — an estimated $11K sold.

Creative Planning first reported a position in WBIY 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 WBIY as of Q2 2017.

Creative Planning reported no remaining WBI Power Factor High Dividend ETF position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 455 WBI Power Factor High Dividend ETF shares in Q2 2017, an estimated $11K.
Creative Planning first reported a position in WBI Power Factor High Dividend ETF in Q1 2017 and held it in 1 quarter.
Creative Planning's WBI Power Factor High Dividend ETF position peaked at $11K in Q1 2017.
7 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q2 2017.

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