Creative Planning’s Invesco Insider Sentiment ETF NFO Stock Holding History

Creative Planning’s Portfolio NFO Stock Details NFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-50	Closed	-$2K	–	4635
2016 Q1	$2K	Buy	+50	New	+$2.18K	﹤0.01%	4036
2013 Q3	–	Sell	-3,000	Closed	-$120K	–	3437
2013 Q2	$120K	Buy	+3,000	New	+$120K	﹤0.01%	893

Other funds holding NFO

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Creative Planning's NFO Position: Q2 2016 in Review

Creative Planning sold out of Invesco Insider Sentiment ETF (NFO) in Q2 2016, closing a stake of 50 shares — an estimated $2K sold.

Creative Planning first reported a position in NFO in Q2 2013 and held it in 2 quarters. The position peaked at $120K in Q2 2013. 29 funds tracked by Wall St. Rank hold NFO as of Q2 2016.

Creative Planning reported no remaining Invesco Insider Sentiment ETF position as of Q2 2016 after selling out during the quarter.
Creative Planning sold 50 Invesco Insider Sentiment ETF shares in Q2 2016, an estimated $2K.
Creative Planning first reported a position in Invesco Insider Sentiment ETF in Q2 2013 and held it in 2 quarters.
Creative Planning's Invesco Insider Sentiment ETF position peaked at $120K in Q2 2013.
29 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.