Creative Planning’s Invesco Building & Construction ETF PKB Stock Holding History

Creative Planning’s Portfolio PKB Stock Details PKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,966	Closed	-$118K	–	3211
2017 Q2	$118K	Buy	3,966 +2	+0.1%	+$59	﹤0.01%	1873
2017 Q1	$116K	Buy	+3,964	New	+$114K	﹤0.01%	1853
2014 Q2	–	Sell	-45,000	Closed	-$1.03M	–	3917
2014 Q1	$1.03M	Buy	45,000 +44,500	+8,900%	+$999K	0.02%	363
2013 Q4	$11K	Buy	+500	New	+$10.5K	﹤0.01%	2525

Other funds holding PKB

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

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

RJA

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

Creative Planning's PKB Position: Q3 2017 in Review

Creative Planning sold out of Invesco Building & Construction ETF (PKB) in Q3 2017, closing a stake of 3,966 shares — an estimated $118K sold.

Creative Planning first reported a position in PKB in Q4 2013 and held it in 4 quarters. The position peaked at $1.03M in Q1 2014. 57 funds tracked by Wall St. Rank hold PKB as of Q3 2017.

Creative Planning reported no remaining Invesco Building & Construction ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 3,966 Invesco Building & Construction ETF shares in Q3 2017, an estimated $118K.
Creative Planning first reported a position in Invesco Building & Construction ETF in Q4 2013 and held it in 4 quarters.
Creative Planning's Invesco Building & Construction ETF position peaked at $1.03M in Q1 2014.
57 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2017.

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