Creative Planning’s Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF EVMT Stock Holding History

Creative Planning’s Portfolio EVMT Stock Details EVMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9,014	Closed	-$205K	–	2360
2022 Q2	$205K	Buy	+9,014	New	+$240K	﹤0.01%	1868

Other funds holding EVMT

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's EVMT Position: Q3 2022 in Review

Creative Planning sold out of Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF (EVMT) in Q3 2022, closing a stake of 9,014 shares — an estimated $205K sold.

Creative Planning first reported a position in EVMT in Q2 2022 and held it in 1 quarter. The position peaked at $205K in Q2 2022. 6 funds tracked by Wall St. Rank hold EVMT as of Q3 2022.

Creative Planning reported no remaining Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF position as of Q3 2022 after selling out during the quarter.
Creative Planning sold 9,014 Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF shares in Q3 2022, an estimated $205K.
Creative Planning first reported a position in Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF in Q2 2022 and held it in 1 quarter.
Creative Planning's Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF position peaked at $205K in Q2 2022.
6 funds tracked by Wall St. Rank held Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.