Creative Planning’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Creative Planning’s Portfolio IPKW Stock Details IPKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-385	Closed	-$10K	–	4487
2015 Q3	$10K	Buy	+385	New	+$10.2K	﹤0.01%	3200

Other funds holding IPKW

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Lubar & Co Milwaukee, Wisconsin $107M AUM 20.59% 1-Year Est. Return

Creative Planning's IPKW Position: Q4 2015 in Review

Creative Planning sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q4 2015, closing a stake of 385 shares — an estimated $10K sold.

Creative Planning first reported a position in IPKW in Q3 2015 and held it in 1 quarter. The position peaked at $10K in Q3 2015. 28 funds tracked by Wall St. Rank hold IPKW as of Q4 2015.

Creative Planning reported no remaining Invesco International BuyBack Achievers ETF position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 385 Invesco International BuyBack Achievers ETF shares in Q4 2015, an estimated $10K.
Creative Planning first reported a position in Invesco International BuyBack Achievers ETF in Q3 2015 and held it in 1 quarter.
Creative Planning's Invesco International BuyBack Achievers ETF position peaked at $10K in Q3 2015.
28 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.