Creative Planning’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Creative Planning’s Portfolio PSMC Stock Details PSMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-45,159	Closed	-$580K	–	2149
2019 Q1	$580K	Buy	+45,159	New	+$570K	﹤0.01%	959

Other funds holding PSMC

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Creative Planning's PSMC Position: Q2 2019 in Review

Creative Planning sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q2 2019, closing a stake of 45,159 shares — an estimated $580K sold.

Creative Planning first reported a position in PSMC in Q1 2019 and held it in 1 quarter. The position peaked at $580K in Q1 2019. 5 funds tracked by Wall St. Rank hold PSMC as of Q2 2019.

Creative Planning reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q2 2019 after selling out during the quarter.
Creative Planning sold 45,159 Invesco Conservative Multi-Asset Allocation ETF shares in Q2 2019, an estimated $580K.
Creative Planning first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q1 2019 and held it in 1 quarter.
Creative Planning's Invesco Conservative Multi-Asset Allocation ETF position peaked at $580K in Q1 2019.
5 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q2 2019.

Based on Creative Planning's 13F filing for Q2 2019, filed 26 Jul 2019.