Creative Planning’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Creative Planning’s Portfolio PIZ Stock Details PIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-187	Closed	-$5K	–	2416
2022 Q2	$5K	Buy	+187	New	+$5.73K	﹤0.01%	2229
2017 Q3	–	Sell	-281	Closed	-$7K	–	3208
2017 Q2	$7K	Sell	281 -6,288	-96%	-$156K	﹤0.01%	3836
2017 Q1	$153K	Buy	6,569 +6,288	+2,238%	+$142K	﹤0.01%	1667
2016 Q4	$6K	Sell	281 -819	-74%	-$17.9K	﹤0.01%	3866
2016 Q3	$26K	Buy	+1,100	New	+$25.6K	﹤0.01%	2870
2015 Q2	–	Sell	-32,553	Closed	-$810K	–	2481
2015 Q1	$810K	Buy	32,553 +32,300	+12,767%	+$793K	0.01%	536
2014 Q4	$6K	Hold	253	–	–	﹤0.01%	3411
2014 Q3	$6K	Buy	+253	New	+$6.47K	﹤0.01%	3212
2014 Q2	–	Sell	-10,000	Closed	-$269K	–	3916
2014 Q1	$269K	Buy	10,000 +8,711	+676%	+$231K	﹤0.01%	866
2013 Q4	$34K	Buy	+1,289	New	+$32.9K	﹤0.01%	1859

Other funds holding PIZ

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

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

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

MWM

MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Creative Planning's PIZ Position: Q3 2022 in Review

Creative Planning sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2022, closing a stake of 187 shares — an estimated $5K sold.

Creative Planning first reported a position in PIZ in Q4 2013 and held it in 10 quarters. The position peaked at $810K in Q1 2015. 49 funds tracked by Wall St. Rank hold PIZ as of Q3 2022.

Creative Planning reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2022 after selling out during the quarter.
Creative Planning sold 187 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2022, an estimated $5K.
Creative Planning first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2013 and held it in 10 quarters.
Creative Planning's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $810K in Q1 2015.
49 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.