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Creative Capital Management Investments’s Invesco IVZ Stock Holding History

Creative Capital Management Investments’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.88K Buy
+147
New +$3.9K ﹤0.01% 507

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Creative Capital Management Investments's IVZ Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Invesco (IVZ) in Q2 2026: 147 shares worth $3.88K. The stake represents ﹤0.01% of the portfolio and ranks #507 among its holdings.

135 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Creative Capital Management Investments held 147 shares of Invesco worth $3.88K as of Q2 2026.
  • Invesco was a new Creative Capital Management Investments position in Q2 2026.
  • Invesco made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #507 holding.
  • 135 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.