Creative Planning’s Invesco S&P Global Dividend Opportunities Index ETF LVL Stock Holding History

Creative Planning’s Portfolio LVL Stock Details LVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-200	Closed	-$2K	–	4430
2017 Q2	$2K	Sell	200 -1,000	-83%	-$10.7K	﹤0.01%	4377
2017 Q1	$13K	Buy	1,200 +1,000	+500%	+$10.4K	﹤0.01%	3450
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	4360
2016 Q3	$2K	Hold	200	–	–	﹤0.01%	4310
2016 Q2	$2K	Hold	200	–	–	﹤0.01%	4100
2016 Q1	$2K	Sell	200 -395	-66%	-$3.33K	﹤0.01%	4035
2015 Q4	$5K	Buy	595 +395	+198%	+$3.62K	﹤0.01%	3731
2015 Q3	$2K	Buy	+200	New	+$1.97K	﹤0.01%	4018
2015 Q2	–	Sell	-200	Closed	-$2K	–	3646
2015 Q1	$2K	Hold	200	–	–	﹤0.01%	3957
2014 Q4	$2K	Hold	200	–	–	﹤0.01%	3895
2014 Q3	$3K	Hold	200	–	–	﹤0.01%	3579
2014 Q2	$3K	Hold	200	–	–	﹤0.01%	3447
2014 Q1	$3K	Hold	200	–	–	﹤0.01%	3302
2013 Q4	$3K	Buy	+200	New	+$2.63K	﹤0.01%	3048

Other funds holding LVL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning's LVL Position: Q3 2017 in Review

Creative Planning sold out of Invesco S&P Global Dividend Opportunities Index ETF (LVL) in Q3 2017, closing a stake of 200 shares — an estimated $2K sold.

Creative Planning first reported a position in LVL in Q4 2013 and held it in 14 quarters. The position peaked at $13K in Q1 2017. 23 funds tracked by Wall St. Rank hold LVL as of Q3 2017.

Creative Planning reported no remaining Invesco S&P Global Dividend Opportunities Index ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 200 Invesco S&P Global Dividend Opportunities Index ETF shares in Q3 2017, an estimated $2K.
Creative Planning first reported a position in Invesco S&P Global Dividend Opportunities Index ETF in Q4 2013 and held it in 14 quarters.
Creative Planning's Invesco S&P Global Dividend Opportunities Index ETF position peaked at $13K in Q1 2017.
23 funds tracked by Wall St. Rank held Invesco S&P Global Dividend Opportunities Index ETF as of Q3 2017.

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