Creative Planning’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Creative Planning’s Portfolio RSPD Stock Details RSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-5,121	Closed	-$151K	–	4869
2016 Q4	$151K	Buy	5,121 +2,970	+138%	+$87.7K	﹤0.01%	1573
2016 Q3	$62K	Buy	2,151 +1,770	+465%	+$51.8K	﹤0.01%	2186
2016 Q2	$11K	Hold	381	–	–	﹤0.01%	3200
2016 Q1	$11K	Hold	381	–	–	﹤0.01%	3173
2015 Q4	$11K	Sell	381 -387	-50%	-$11.3K	﹤0.01%	3257
2015 Q3	$22K	Buy	+768	New	+$22.8K	﹤0.01%	2655
2015 Q2	–	Sell	-465	Closed	-$14K	–	2617
2015 Q1	$14K	Buy	465 +84	+22%	+$2.5K	﹤0.01%	2985
2014 Q4	$11K	Hold	381	–	–	﹤0.01%	3069
2014 Q3	$10K	Sell	381 -546	-59%	-$14.9K	﹤0.01%	2949
2014 Q2	$25K	Buy	+927	New	+$24.2K	﹤0.01%	2358

Other funds holding RSPD

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Creative Planning's RSPD Position: Q1 2017 in Review

Creative Planning sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2017, closing a stake of 5,121 shares — an estimated $151K sold.

Creative Planning first reported a position in RSPD in Q2 2014 and held it in 10 quarters. The position peaked at $151K in Q4 2016. 30 funds tracked by Wall St. Rank hold RSPD as of Q1 2017.

Creative Planning reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 5,121 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2017, an estimated $151K.
Creative Planning first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q2 2014 and held it in 10 quarters.
Creative Planning's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $151K in Q4 2016.
30 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.