CFD
ADRE

Creative Financial Designs’s Invesco BLDRS Emerging Markets 50 ADR Index Fund ADRE Stock Holding History

Creative Financial Designs’s Portfolio ADRE Stock Details ADRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-50
Closed -$2K – 1506
2021
Q3 		$2K Hold
50
– – ﹤0.01% 1339
2021
Q2 		$3K Hold
50
– – ﹤0.01% 1297
2021
Q1 		$3K Buy
+50
New +$3.01K ﹤0.01% 1189

Other funds holding ADRE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Creative Financial Designs's ADRE Position: Q4 2021 in Review

Creative Financial Designs sold out of Invesco BLDRS Emerging Markets 50 ADR Index Fund (ADRE) in Q4 2021, closing a stake of 50 shares — an estimated $2K sold.

Creative Financial Designs first reported a position in ADRE in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 53 funds tracked by Wall St. Rank hold ADRE as of Q4 2021.

  • Creative Financial Designs reported no remaining Invesco BLDRS Emerging Markets 50 ADR Index Fund position as of Q4 2021 after selling out during the quarter.
  • Creative Financial Designs sold 50 Invesco BLDRS Emerging Markets 50 ADR Index Fund shares in Q4 2021, an estimated $2K.
  • Creative Financial Designs first reported a position in Invesco BLDRS Emerging Markets 50 ADR Index Fund in Q1 2021 and held it in 3 quarters.
  • Creative Financial Designs's Invesco BLDRS Emerging Markets 50 ADR Index Fund position peaked at $3K in Q2 2021.
  • 53 funds tracked by Wall St. Rank held Invesco BLDRS Emerging Markets 50 ADR Index Fund as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.