Creative Planning
XRLV

Creative Planning’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Creative Planning’s Portfolio XRLV Stock Details XRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-25
Closed -$1K – 4861
2017
Q1 		$1K Buy
+25
New +$723 ﹤0.01% 4516
2016
Q2 		– Sell
-272
Closed -$7K – 4548
2016
Q1 		$7K Buy
+272
New +$6.76K ﹤0.01% 3425

Other funds holding XRLV

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Creative Planning's XRLV Position: Q2 2017 in Review

Creative Planning sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q2 2017, closing a stake of 25 shares — an estimated $1K sold.

Creative Planning first reported a position in XRLV in Q1 2016 and held it in 2 quarters. The position peaked at $7K in Q1 2016. 18 funds tracked by Wall St. Rank hold XRLV as of Q2 2017.

  • Creative Planning reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 25 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q2 2017, an estimated $1K.
  • Creative Planning first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q1 2016 and held it in 2 quarters.
  • Creative Planning's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $7K in Q1 2016.
  • 18 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.