Creative Planning
QVAL icon

Creative Planning’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Creative Planning’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,960
Closed -$50K – 3294
2017
Q2 		$50K Buy
+1,960
New +$49.6K ﹤0.01% 2514

Other funds holding QVAL

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Creative Planning's QVAL Position: Q3 2017 in Review

Creative Planning sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q3 2017, closing a stake of 1,960 shares — an estimated $50K sold.

Creative Planning first reported a position in QVAL in Q2 2017 and held it in 1 quarter. The position peaked at $50K in Q2 2017. 15 funds tracked by Wall St. Rank hold QVAL as of Q3 2017.

  • Creative Planning reported no remaining Alpha Architect US Quantitative Value ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,960 Alpha Architect US Quantitative Value ETF shares in Q3 2017, an estimated $50K.
  • Creative Planning first reported a position in Alpha Architect US Quantitative Value ETF in Q2 2017 and held it in 1 quarter.
  • Creative Planning's Alpha Architect US Quantitative Value ETF position peaked at $50K in Q2 2017.
  • 15 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q3 2017.

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