Creative Planning
PWO

Creative Planning’s POWER SHARES ETF DYNAMIC OTC PWO Stock Holding History

Creative Planning’s Portfolio PWO Stock Details PWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-102
Closed -$9K – 4731
2017
Q2 		$9K Hold
102
– – ﹤0.01% 3726
2017
Q1 		$9K Hold
102
– – ﹤0.01% 3695
2016
Q4 		$8K Buy
+102
New +$8K ﹤0.01% 3736

Other funds holding PWO

Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Creative Planning's PWO Position: Q3 2017 in Review

Creative Planning sold out of POWER SHARES ETF DYNAMIC OTC (PWO) in Q3 2017, closing a stake of 102 shares — an estimated $9K sold.

Creative Planning first reported a position in PWO in Q4 2016 and held it in 3 quarters. The position peaked at $9K in Q2 2017. 20 funds tracked by Wall St. Rank hold PWO as of Q3 2017.

  • Creative Planning reported no remaining POWER SHARES ETF DYNAMIC OTC position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 102 POWER SHARES ETF DYNAMIC OTC shares in Q3 2017, an estimated $9K.
  • Creative Planning first reported a position in POWER SHARES ETF DYNAMIC OTC in Q4 2016 and held it in 3 quarters.
  • Creative Planning's POWER SHARES ETF DYNAMIC OTC position peaked at $9K in Q2 2017.
  • 20 funds tracked by Wall St. Rank held POWER SHARES ETF DYNAMIC OTC as of Q3 2017.

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