Creative Planning
TAO

Creative Planning’s Invesco China Real Estate ETF TAO Stock Holding History

Creative Planning’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
2017
Q2 		$13K Buy
2017
Q1 		– Sell
2016
Q4 		$5K Buy
2016
Q3 		$6K Buy
2015
Q2 		– Sell
2015
Q1 		$15K Sell
2014
Q4 		$17K Sell
2014
Q3 		$74K Buy
2014
Q2 		$14K Hold
2014
Q1 		$14K Buy
2013
Q4 		$6K Buy