Creative Planning’s Spirited Funds/ETFMG Whiskey & Spirits ETF WSKY Stock Holding History

Creative Planning’s Portfolio WSKY Stock Details WSKY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-200	Closed	-$6K	–	4425
2017 Q2	$6K	Sell	200 -100	-33%	-$2.77K	﹤0.01%	3953
2017 Q1	$8K	Buy	+300	New	+$7.58K	﹤0.01%	3763

Other funds holding WSKY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Creative Planning's WSKY Position: Q3 2017 in Review

Creative Planning sold out of Spirited Funds/ETFMG Whiskey & Spirits ETF (WSKY) in Q3 2017, closing a stake of 200 shares — an estimated $6K sold.

Creative Planning first reported a position in WSKY in Q1 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2017. 5 funds tracked by Wall St. Rank hold WSKY as of Q3 2017.

Creative Planning reported no remaining Spirited Funds/ETFMG Whiskey & Spirits ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 200 Spirited Funds/ETFMG Whiskey & Spirits ETF shares in Q3 2017, an estimated $6K.
Creative Planning first reported a position in Spirited Funds/ETFMG Whiskey & Spirits ETF in Q1 2017 and held it in 2 quarters.
Creative Planning's Spirited Funds/ETFMG Whiskey & Spirits ETF position peaked at $8K in Q1 2017.
5 funds tracked by Wall St. Rank held Spirited Funds/ETFMG Whiskey & Spirits ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.