Creative Planning Closed Holding Positions

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Liberty Interactive Corp
Q2 2018 Filed on Jul 20, 2018
14,108
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 20, 2018
12,675
N/A
Clifton Bancorp Inc
Q2 2018 Filed on Jul 20, 2018
10,000
N/A
Cytori Therapeutics Inc
Q2 2018 Filed on Jul 20, 2018
78,077
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 20, 2018
7,055
N/A
BCBP
Bcb Bancorp Inc

Financial Services
Q2 2018 Filed on Jul 20, 2018
266,458
$14.45 - $15.9 $3.85M - $4.24M
Powershares ETF Trust
Q2 2018 Filed on Jul 20, 2018
412,118
N/A
Rydex ETF Trust
Q2 2018 Filed on Jul 20, 2018
3,338
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 20, 2018
12,324
N/A
Monmouth Real Estate Invt CO
Q2 2018 Filed on Jul 20, 2018
22,210
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 20, 2018
7,071
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 20, 2018
11,937
N/A
Powershs Db Multi Sect Comm
Q2 2018 Filed on Jul 20, 2018
10,569
N/A
Rydex ETF Trust
Q2 2018 Filed on Jul 20, 2018
2,343
N/A
Rydex ETF Trust
Q2 2018 Filed on Jul 20, 2018
1,951
N/A
Rydex ETF Trust
Q2 2018 Filed on Jul 20, 2018
6,687
N/A
Psivida Corp
Q2 2018 Filed on Jul 20, 2018
45,000
N/A
Alpine Global Premier Pptys
Q2 2018 Filed on Jul 20, 2018
42,240
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 20, 2018
41,874
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 20, 2018
16,091
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 20, 2018
2,473,542
N/A
Westmoreland Coal CO
Q2 2018 Filed on Jul 20, 2018
35,016
N/A
Ensync Inc
Q2 2018 Filed on Jul 20, 2018
15,000
N/A
INOD
Innodata Inc

Technology
Q2 2018 Filed on Jul 20, 2018
37,325
$1.0 - $1.25 $37.3K - $46.7K
Mainsource Financial Gp Inc
Q2 2018 Filed on Jul 20, 2018
161,838
N/A
Ev Energy Partners LP
Q2 2018 Filed on Jul 20, 2018
25,275
N/A
Oclaro Inc
Q2 2018 Filed on Jul 20, 2018
17,076
N/A
Broadcom LTD
Q2 2018 Filed on Jul 20, 2018
72,914
N/A
Fibrocell Science Inc
Q2 2018 Filed on Jul 20, 2018
111,090
N/A
CHIQ
Global X Msci China Consumer D

ETFs
Q2 2018 Filed on Jul 20, 2018
52,412
$17.52 - $19.9 $918K - $1.04M
CHIX
Global X

ETFs
Q2 2018 Filed on Jul 20, 2018
109,796
$16.54 - $19.0 $1.82M - $2.09M
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 20, 2018
19,170
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 20, 2018
11,409
N/A
BIB
Proshares Trust Proshares Ul

ETFs
Q2 2018 Filed on Jul 20, 2018
5,735
N/A
Credit Suisse Nassau Brh
Q2 2018 Filed on Jul 20, 2018
81,100
N/A
Powershares ETF Trust Ii
Q2 2018 Filed on Jul 20, 2018
27,910
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 20, 2018
27,019
N/A
Spirit Rlty Cap Inc New
Q2 2018 Filed on Jul 20, 2018
11,120
N/A
Wabash Natl Corp
Q2 2018 Filed on Jul 20, 2018
27,000
N/A
Barclays Bk PLC
Q2 2018 Filed on Jul 20, 2018
6,137
N/A
DXJS
Wisdomtree Tr Japan Smallcap H
Q2 2018 Filed on Jul 20, 2018
16,765
N/A
Wisdomtree Tr
Q2 2018 Filed on Jul 20, 2018
9,075
N/A
Ubs Ag
Q2 2018 Filed on Jul 20, 2018
41,000
N/A
AFMD
Affimed N.V.

Healthcare
Q2 2018 Filed on Jul 20, 2018
106,900
$1.65 - $2.5 $176K - $267K
New Sr Invt Group Inc
Q2 2018 Filed on Jul 20, 2018
14,328
N/A
Antero Midstream Partners LP
Q2 2018 Filed on Jul 20, 2018
11,757
N/A
Powershares Act Mang Comm Fd
Q2 2018 Filed on Jul 20, 2018
15,673
N/A
Atyr Pharma Inc
Q2 2018 Filed on Jul 20, 2018
17,000
N/A
BGNE
Bei Gene, Ltd.

Healthcare
Q2 2018 Filed on Jul 20, 2018
2,503
$152.5 - $216.77 $382K - $543K
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