Creative Planning’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPVM
RJA
TFA
Creative Planning's SPVM Position: Q2 2015 in Review
Creative Planning sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2015, closing a stake of 226 shares — an estimated $7K sold.
Creative Planning first reported a position in SPVM in Q3 2014 and held it in 3 quarters. The position peaked at $7K in Q1 2015. 14 funds tracked by Wall St. Rank hold SPVM as of Q2 2015.
- Creative Planning reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q2 2015 after selling out during the quarter.
- Creative Planning sold 226 Invesco S&P 500 Value with Momentum ETF shares in Q2 2015, an estimated $7K.
- Creative Planning first reported a position in Invesco S&P 500 Value with Momentum ETF in Q3 2014 and held it in 3 quarters.
- Creative Planning's Invesco S&P 500 Value with Momentum ETF position peaked at $7K in Q1 2015.
- 14 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2015.
Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.