Creative Planning’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Creative Planning’s Portfolio UPGD Stock Details UPGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-500	Closed	-$20K	–	3779
2017 Q2	$20K	Hold	500	–	–	﹤0.01%	3191
2017 Q1	$20K	Hold	500	–	–	﹤0.01%	3140
2016 Q4	$19K	Hold	500	–	–	﹤0.01%	3123
2016 Q3	$18K	Hold	500	–	–	﹤0.01%	3135
2016 Q2	$17K	Hold	500	–	–	﹤0.01%	2923
2016 Q1	$16K	Hold	500	–	–	﹤0.01%	2931
2015 Q4	$16K	Hold	500	–	–	﹤0.01%	3002
2015 Q3	$16K	Buy	+500	New	+$17.5K	﹤0.01%	2913
2015 Q2	–	Sell	-500	Closed	-$18K	–	3089
2015 Q1	$18K	Hold	500	–	–	﹤0.01%	2807
2014 Q4	$17K	Hold	500	–	–	﹤0.01%	2783
2014 Q3	$17K	Hold	500	–	–	﹤0.01%	2639
2014 Q2	$18K	Hold	500	–	–	﹤0.01%	2561
2014 Q1	$17K	Hold	500	–	–	﹤0.01%	2492
2013 Q4	$17K	Hold	500	–	–	﹤0.01%	2293
2013 Q3	$15K	Hold	500	–	–	﹤0.01%	2258
2013 Q2	$14K	Buy	+500	New	+$13.6K	﹤0.01%	2123

Other funds holding UPGD

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Creative Planning's UPGD Position: Q3 2017 in Review

Creative Planning sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q3 2017, closing a stake of 500 shares — an estimated $20K sold.

Creative Planning first reported a position in UPGD in Q2 2013 and held it in 16 quarters. The position peaked at $20K in Q2 2017. 22 funds tracked by Wall St. Rank hold UPGD as of Q3 2017.

Creative Planning reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 500 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q3 2017, an estimated $20K.
Creative Planning first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2013 and held it in 16 quarters.
Creative Planning's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $20K in Q2 2017.
22 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q3 2017.

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