Creative Planning
PFI icon

Creative Planning’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Creative Planning’s Portfolio PFI Stock Details PFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-250
Closed -$8K – 3186
2017
Q2 		$8K Buy
+250
New +$7.65K ﹤0.01% 3766

Other funds holding PFI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Creative Planning's PFI Position: Q3 2017 in Review

Creative Planning sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q3 2017, closing a stake of 250 shares — an estimated $8K sold.

Creative Planning first reported a position in PFI in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 38 funds tracked by Wall St. Rank hold PFI as of Q3 2017.

  • Creative Planning reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 250 Invesco Dorsey Wright Financial Momentum ETF shares in Q3 2017, an estimated $8K.
  • Creative Planning first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2017 and held it in 1 quarter.
  • Creative Planning's Invesco Dorsey Wright Financial Momentum ETF position peaked at $8K in Q2 2017.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q3 2017.

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