Creative Planning
HGI

Creative Planning’s Invesco Zacks International Multi-Asset Income ETF HGI Stock Holding History

Creative Planning’s Portfolio HGI Stock Details HGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-300
Closed -$6K – 4437
2014
Q3 		$6K Hold
300
– – ﹤0.01% 3236
2014
Q2 		$6K Hold
300
– – ﹤0.01% 3157
2014
Q1 		$6K Hold
300
– – ﹤0.01% 3033
2013
Q4 		$6K Hold
300
– – ﹤0.01% 2799
2013
Q3 		$5K Buy
+300
New +$5.15K ﹤0.01% 2759

Other funds holding HGI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's HGI Position: Q4 2014 in Review

Creative Planning sold out of Invesco Zacks International Multi-Asset Income ETF (HGI) in Q4 2014, closing a stake of 300 shares — an estimated $6K sold.

Creative Planning first reported a position in HGI in Q3 2013 and held it in 5 quarters. The position peaked at $6K in Q3 2014. 21 funds tracked by Wall St. Rank hold HGI as of Q4 2014.

  • Creative Planning reported no remaining Invesco Zacks International Multi-Asset Income ETF position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 300 Invesco Zacks International Multi-Asset Income ETF shares in Q4 2014, an estimated $6K.
  • Creative Planning first reported a position in Invesco Zacks International Multi-Asset Income ETF in Q3 2013 and held it in 5 quarters.
  • Creative Planning's Invesco Zacks International Multi-Asset Income ETF position peaked at $6K in Q3 2014.
  • 21 funds tracked by Wall St. Rank held Invesco Zacks International Multi-Asset Income ETF as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.