Creative Planning
SNSR icon

Creative Planning’s Global X Internet of Things ETF SNSR Stock Holding History

Creative Planning’s Portfolio SNSR Stock Details SNSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,283
Closed -$260K – 2215
2021
Q2 		$260K Buy
+7,283
New +$251K ﹤0.01% 1639
2017
Q3 		– Sell
-2,139
Closed -$38K – 3445
2017
Q2 		$38K Buy
2,139
+1,639
+328% +$29.5K ﹤0.01% 2738
2017
Q1 		$9K Buy
+500
New +$8.54K ﹤0.01% 3665

Other funds holding SNSR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's SNSR Position: Q3 2021 in Review

Creative Planning sold out of Global X Internet of Things ETF (SNSR) in Q3 2021, closing a stake of 7,283 shares — an estimated $260K sold.

Creative Planning first reported a position in SNSR in Q1 2017 and held it in 3 quarters. The position peaked at $260K in Q2 2021. 93 funds tracked by Wall St. Rank hold SNSR as of Q3 2021.

  • Creative Planning reported no remaining Global X Internet of Things ETF position as of Q3 2021 after selling out during the quarter.
  • Creative Planning sold 7,283 Global X Internet of Things ETF shares in Q3 2021, an estimated $260K.
  • Creative Planning first reported a position in Global X Internet of Things ETF in Q1 2017 and held it in 3 quarters.
  • Creative Planning's Global X Internet of Things ETF position peaked at $260K in Q2 2021.
  • 93 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q3 2021.

Based on Creative Planning's 13F filing for Q3 2021, filed 10 Nov 2021.