Creative Planning’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Creative Planning’s Portfolio RSPN Stock Details RSPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,030	Closed	-$22K	–	3349
2017 Q2	$22K	Hold	1,030	–	–	﹤0.01%	3125
2017 Q1	$22K	Buy	1,030 +500	+94%	+$10.4K	﹤0.01%	3067
2016 Q4	$11K	Buy	+530	New	+$10.2K	﹤0.01%	3498
2016 Q1	–	Sell	-500	Closed	-$8K	–	4488
2015 Q4	$8K	Buy	+500	New	+$8.42K	﹤0.01%	3431
2015 Q1	–	Sell	-500	Closed	-$9K	–	4377
2014 Q4	$9K	Buy	+500	New	+$8.75K	﹤0.01%	3191

Other funds holding RSPN

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

LTFS

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

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

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

SAM

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning's RSPN Position: Q3 2017 in Review

Creative Planning sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q3 2017, closing a stake of 1,030 shares — an estimated $22K sold.

Creative Planning first reported a position in RSPN in Q4 2014 and held it in 5 quarters. The position peaked at $22K in Q2 2017. 40 funds tracked by Wall St. Rank hold RSPN as of Q3 2017.

Creative Planning reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,030 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2017, an estimated $22K.
Creative Planning first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2014 and held it in 5 quarters.
Creative Planning's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $22K in Q2 2017.
40 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2017.

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