Creative Planning’s AdvisorShares Pure Cannabis ETF YOLO Stock Holding History

Creative Planning’s Portfolio YOLO Stock Details YOLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-893	Closed	-$3.06K	–	3110
2023 Q3	$3.06K	Buy	+893	New	+$2.64K	﹤0.01%	2774
2021 Q2	–	Sell	-10,955	Closed	-$259K	–	2628
2021 Q1	$259K	Buy	+10,955	New	+$262K	﹤0.01%	1894

Other funds holding YOLO

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

CAM

Concorde Asset Management Ann Arbor, Michigan $204M AUM

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return

Creative Planning's YOLO Position: Q4 2023 in Review

Creative Planning sold out of AdvisorShares Pure Cannabis ETF (YOLO) in Q4 2023, closing a stake of 893 shares — an estimated $3.06K sold.

Creative Planning first reported a position in YOLO in Q1 2021 and held it in 2 quarters. The position peaked at $259K in Q1 2021. 64 funds tracked by Wall St. Rank hold YOLO as of Q4 2023.

Creative Planning reported no remaining AdvisorShares Pure Cannabis ETF position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 893 AdvisorShares Pure Cannabis ETF shares in Q4 2023, an estimated $3.06K.
Creative Planning first reported a position in AdvisorShares Pure Cannabis ETF in Q1 2021 and held it in 2 quarters.
Creative Planning's AdvisorShares Pure Cannabis ETF position peaked at $259K in Q1 2021.
64 funds tracked by Wall St. Rank held AdvisorShares Pure Cannabis ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.