Creative Planning’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Creative Planning’s Portfolio ECON Stock Details ECON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,212	Closed	-$250K	–	2703
2023 Q1	$250K	Buy	12,212 +1,153	+10%	+$23.8K	﹤0.01%	1954
2022 Q4	$218K	Sell	11,059 -1,289	-10%	-$24.8K	﹤0.01%	1969
2022 Q3	$237K	Hold	12,348	–	–	﹤0.01%	1795
2022 Q2	$265K	Sell	12,348 -2,818	-19%	-$58.8K	﹤0.01%	1700
2022 Q1	$320K	Hold	15,166	–	–	﹤0.01%	1592
2021 Q4	$363K	Sell	15,166 -750	-5%	-$18.9K	﹤0.01%	1491
2021 Q3	$396K	Buy	15,916 +68	+0.4%	+$1.76K	﹤0.01%	1433
2021 Q2	$447K	Sell	15,848 -2,168	-12%	-$60.1K	﹤0.01%	1347
2021 Q1	$502K	Sell	18,016 -612	-3%	-$18.2K	﹤0.01%	1440
2020 Q4	$525K	Sell	18,628 -1,400	-7%	-$37.4K	﹤0.01%	1280
2020 Q3	$502K	Sell	20,028 -1,267	-6%	-$31.4K	﹤0.01%	1128
2020 Q2	$486K	Sell	21,295 -8,852	-29%	-$188K	﹤0.01%	1049
2020 Q1	$589K	Sell	30,147 -2,871	-9%	-$64.1K	﹤0.01%	866
2019 Q4	$775K	Sell	33,018 -5,675	-15%	-$129K	﹤0.01%	904
2019 Q3	$849K	Hold	38,693	–	–	﹤0.01%	833
2019 Q2	$883K	Sell	38,693 -4,045	-9%	-$91.1K	﹤0.01%	804
2019 Q1	$965K	Sell	42,738 -3,525	-8%	-$78.4K	﹤0.01%	748
2018 Q4	$942K	Buy	46,263 +120	+0.3%	+$2.5K	﹤0.01%	694
2018 Q3	$1.03M	Sell	46,143 -1,696	-4%	-$40.1K	﹤0.01%	753
2018 Q2	$1.17M	Sell	47,839 -520	-1%	-$13.3K	﹤0.01%	668
2018 Q1	$1.28M	Sell	48,359 -2,814	-5%	-$78.7K	0.01%	605
2017 Q4	$1.44M	Sell	51,173 -1,502	-3%	-$41.6K	0.01%	560
2017 Q3	$1.45M	Sell	52,675 -2,754	-5%	-$75.2K	0.01%	560
2017 Q2	$1.45M	Sell	55,429 -8,619	-13%	-$225K	0.01%	544
2017 Q1	$1.59M	Sell	64,048 -12,767	-17%	-$305K	0.01%	502
2016 Q4	$1.7M	Sell	76,815 -12,390	-14%	-$288K	0.01%	450
2016 Q3	$2.21M	Buy	89,205 +87,657	+5,663%	+$2.16M	0.01%	353
2016 Q2	$36K	Buy	1,548 +470	+44%	+$10.5K	﹤0.01%	2369
2016 Q1	$24K	Hold	1,078	–	–	﹤0.01%	2621
2015 Q4	$23K	Sell	1,078 -95	-8%	-$2.17K	﹤0.01%	2737
2015 Q3	$25K	Buy	+1,173	New	+$27.7K	﹤0.01%	2553
2015 Q2	–	Sell	-1,549	Closed	-$41K	–	1603
2015 Q1	$41K	Sell	1,549 -1,451	-48%	-$37.5K	﹤0.01%	2158
2014 Q4	$76K	Buy	3,000 +2,000	+200%	+$52.4K	﹤0.01%	1707
2014 Q3	$26K	Hold	1,000	–	–	﹤0.01%	2355
2014 Q2	$28K	Sell	1,000 -40,050	-98%	-$1.09M	﹤0.01%	2273
2014 Q1	$1.09M	Buy	41,050 +40,050	+4,005%	+$1.01M	0.02%	343
2013 Q4	$27K	Buy	+1,000	New	+$26.9K	﹤0.01%	2011

Other funds holding ECON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

OMC

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's ECON Position: Q2 2023 in Review

Creative Planning sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q2 2023, closing a stake of 12,212 shares — an estimated $250K sold.

Creative Planning first reported a position in ECON in Q4 2013 and held it in 37 quarters. The position peaked at $2.21M in Q3 2016. 30 funds tracked by Wall St. Rank hold ECON as of Q2 2023.

Creative Planning reported no remaining Columbia Emerging Markets Consumer ETF position as of Q2 2023 after selling out during the quarter.
Creative Planning sold 12,212 Columbia Emerging Markets Consumer ETF shares in Q2 2023, an estimated $250K.
Creative Planning first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2013 and held it in 37 quarters.
Creative Planning's Columbia Emerging Markets Consumer ETF position peaked at $2.21M in Q3 2016.
30 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.