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
-498
Closed -$13K – 4431
2017
Q2 		$13K Buy
+498
New +$12.2K ﹤0.01% 3482
2017
Q1 		– Sell
-261
Closed -$5K – 5063
2016
Q4 		$5K Buy
261
+3
+1% +$63 ﹤0.01% 4011
2016
Q3 		$6K Buy
+258
New +$5.66K ﹤0.01% 3842
2015
Q2 		– Sell
-700
Closed -$15K – 3647
2015
Q1 		$15K Sell
700
-100
-13% -$2.14K ﹤0.01% 2948
2014
Q4 		$17K Sell
800
-2,800
-78% -$59.3K ﹤0.01% 2794
2014
Q3 		$74K Buy
3,600
+2,900
+414% +$62.9K ﹤0.01% 1669
2014
Q2 		$14K Hold
700
– – ﹤0.01% 2716
2014
Q1 		$14K Buy
700
+400
+133% +$7.6K ﹤0.01% 2599
2013
Q4 		$6K Buy
+300
New +$6.4K ﹤0.01% 2802

Other funds holding TAO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Creative Planning's TAO Position: Q3 2017 in Review

Creative Planning sold out of Invesco China Real Estate ETF (TAO) in Q3 2017, closing a stake of 498 shares — an estimated $13K sold.

Creative Planning first reported a position in TAO in Q4 2013 and held it in 9 quarters. The position peaked at $74K in Q3 2014. 15 funds tracked by Wall St. Rank hold TAO as of Q3 2017.

  • Creative Planning reported no remaining Invesco China Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 498 Invesco China Real Estate ETF shares in Q3 2017, an estimated $13K.
  • Creative Planning first reported a position in Invesco China Real Estate ETF in Q4 2013 and held it in 9 quarters.
  • Creative Planning's Invesco China Real Estate ETF position peaked at $74K in Q3 2014.
  • 15 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q3 2017.

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