Creative Planning’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Creative Planning’s Portfolio FDIQ Stock Details FDIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-68	Closed	-$4K	–	2844
2017 Q2	$4K	Hold	68	–	–	﹤0.01%	4101
2017 Q1	$4K	Buy	+68	New	+$3.77K	﹤0.01%	4055

Other funds holding FDIQ

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NCMW

Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return

Creative Planning's FDIQ Position: Q3 2017 in Review

Creative Planning sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q3 2017, closing a stake of 68 shares — an estimated $4K sold.

Creative Planning first reported a position in FDIQ in Q1 2017 and held it in 2 quarters. The position peaked at $4K in Q2 2017. 38 funds tracked by Wall St. Rank hold FDIQ as of Q3 2017.

Creative Planning reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 68 Invesco Bloomberg Financial Data Providers ETF shares in Q3 2017, an estimated $4K.
Creative Planning first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q1 2017 and held it in 2 quarters.
Creative Planning's Invesco Bloomberg Financial Data Providers ETF position peaked at $4K in Q2 2017.
38 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.