Creative Planning Closed Holding Positions

Creative Planning

$101 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Credit Suisse Nassau Brh	Q1 2018 Filed on Apr 18, 2018	2,260	N/A
JOF Japan Smaller Capitalization Fund Inc Financial Services	Q1 2018 Filed on Apr 18, 2018	14,559	$11.44 - $13.04 $167K - $190K
Vaneck Vectors ETF Tr	Q1 2018 Filed on Apr 18, 2018	14,102	N/A
Deutsche Bk Ag London Brh	Q1 2018 Filed on Apr 18, 2018	15,082	N/A
Currencyshs Japanese Yen Tr	Q1 2018 Filed on Apr 18, 2018	6,725	N/A
Voya Risk Managed Nat Res Fd	Q1 2018 Filed on Apr 18, 2018	10,395	N/A
Wisdomtree Tr	Q1 2018 Filed on Apr 18, 2018	12,000	N/A
Powershares ETF Trust	Q1 2018 Filed on Apr 18, 2018	10,575	N/A
VTVT V Tv Therapeutics Inc. Healthcare	Q1 2018 Filed on Apr 18, 2018	19,000	$3.91 - $7.83 $74.3K - $149K
Tech Data Corp	Q1 2018 Filed on Apr 18, 2018	2,097	N/A
Wisdomtree Tr	Q1 2018 Filed on Apr 18, 2018	14,000	N/A
PTR Petrochina CO LTD Energy	Q1 2018 Filed on Apr 18, 2018	5,982	$67.1 - $82.14 $401K - $491K
Telefonica Brasil Sa	Q1 2018 Filed on Apr 18, 2018	11,981	N/A
Clearbridge Energy Mlp Fd In	Q1 2018 Filed on Apr 18, 2018	15,838	N/A
Fairmount Santrol Hldgs Inc	Q1 2018 Filed on Apr 18, 2018	64,000	N/A
Proshares Tr	Q1 2018 Filed on Apr 18, 2018	2,531	N/A
M Iii Acquisition Corp	Q1 2018 Filed on Apr 18, 2018	22,576	N/A
Camber Energy Inc	Q1 2018 Filed on Apr 18, 2018	50,024	N/A
Powershares ETF Trust	Q1 2018 Filed on Apr 18, 2018	52,020	N/A
PPH Vaneck ETF Tr Vaneck Pharmaceu ETFs	Q1 2018 Filed on Apr 18, 2018	11,900	N/A
Kona Grill Inc	Q1 2018 Filed on Apr 18, 2018	10,732	N/A
NIM Nuveen Select Maturities Municipal Fund Financial Services	Q1 2018 Filed on Apr 18, 2018	13,682	$9.5 - $10.05 $130K - $138K
Triangle Cap Corp	Q1 2018 Filed on Apr 18, 2018	11,381	N/A
Powershares ETF Tr Ii	Q1 2018 Filed on Apr 18, 2018	20,000	N/A
SLX Vaneck ETF Tr Steel ETF ETFs	Q1 2018 Filed on Apr 18, 2018	12,200	N/A
YPF Ypf Sociedad Anonima Energy	Q1 2018 Filed on Apr 18, 2018	54,055	$20.89 - $26.27 $1.13M - $1.42M
XRT Spdr Series Tr Spdr S&P Retail ETFs	Q1 2018 Filed on Apr 18, 2018	10,386	N/A
THQ Tekla Healthcare Opportunities Fund Financial Services	Q1 2018 Filed on Apr 18, 2018	10,769	$16.1 - $18.9 $173K - $204K
Juno Therapeutics Inc	Q1 2018 Filed on Apr 18, 2018	10,000	N/A
Walter Invt Mgmt Corp	Q4 2017 Filed on Jan 17, 2018	15,000	N/A
Brocade Communications Sys I	Q4 2017 Filed on Jan 17, 2018	11,755	N/A
EWQ Ishares Msci France ETF ETFs	Q4 2017 Filed on Jan 17, 2018	16,812	$30.55 - $31.5 $514K - $530K
EWP Ishares Inc Msci Spain ETF ETFs	Q4 2017 Filed on Jan 17, 2018	9,000	$32.07 - $33.84 $289K - $305K
Level 3 Communications Inc	Q4 2017 Filed on Jan 17, 2018	79,553	N/A
Healthsouth Corp	Q4 2017 Filed on Jan 17, 2018	6,745	N/A
Coach Inc	Q4 2017 Filed on Jan 17, 2018	35,365	N/A
Bank Of The Ozarks	Q4 2017 Filed on Jan 17, 2018	5,696	N/A
ELME Elme Communities	Q4 2017 Filed on Jan 17, 2018	8,510	N/A
Cytrx Corp	Q4 2017 Filed on Jan 17, 2018	12,008	N/A
Donnelley R R & Sons CO	Q4 2017 Filed on Jan 17, 2018	10,523	N/A
OMI Owens & Minor Inc Healthcare	Q4 2017 Filed on Jan 17, 2018	6,983	$18.1 - $29.64 $126K - $207K
Blackrock Muniyield Ariz Fd	Q4 2017 Filed on Jan 17, 2018	38,838	N/A
Bard C R Inc	Q4 2017 Filed on Jan 17, 2018	8,212	N/A
Whiting Pete Corp New	Q4 2017 Filed on Jan 17, 2018	562,377	N/A
West Corp	Q4 2017 Filed on Jan 17, 2018	8,569	N/A
Nutri Sys Inc New	Q4 2017 Filed on Jan 17, 2018	5,069	N/A
Rentech Inc	Q4 2017 Filed on Jan 17, 2018	31,381	N/A
Cnooc LTD	Q4 2017 Filed on Jan 17, 2018	1,741	N/A
Parexel Intl Corp	Q4 2017 Filed on Jan 17, 2018	4,035	N/A
IAK Ishares Tr ETFs	Q4 2017 Filed on Jan 17, 2018	5,100	N/A

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