Creative Planning
IPKW icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM

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.