Creative Planning’s Western Asset Short Duration Income ETF WINC Stock Holding History

Creative Planning’s Portfolio WINC Stock Details WINC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9,069	Closed	-$217K	–	3015
2023 Q4	$217K	Hold	9,069	–	–	﹤0.01%	2352
2023 Q3	$212K	Hold	9,069	–	–	﹤0.01%	2197
2023 Q2	$212K	Buy	+9,069	New	+$213K	﹤0.01%	2171

Other funds holding WINC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's WINC Position: Q1 2024 in Review

Creative Planning sold out of Western Asset Short Duration Income ETF (WINC) in Q1 2024, closing a stake of 9,069 shares — an estimated $217K sold.

Creative Planning first reported a position in WINC in Q2 2023 and held it in 3 quarters. The position peaked at $217K in Q4 2023. 11 funds tracked by Wall St. Rank hold WINC as of Q1 2024.

Creative Planning reported no remaining Western Asset Short Duration Income ETF position as of Q1 2024 after selling out during the quarter.
Creative Planning sold 9,069 Western Asset Short Duration Income ETF shares in Q1 2024, an estimated $217K.
Creative Planning first reported a position in Western Asset Short Duration Income ETF in Q2 2023 and held it in 3 quarters.
Creative Planning's Western Asset Short Duration Income ETF position peaked at $217K in Q4 2023.
11 funds tracked by Wall St. Rank held Western Asset Short Duration Income ETF as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.