CFD
IVZ icon

Creative Financial Designs’s Invesco IVZ Stock Holding History

Creative Financial Designs’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
Q1 		$243 Hold
10
– – ﹤0.01% 2074
2025
Q4 		$263 Hold
10
– – ﹤0.01% 1972
2025
Q3 		$229 Sell
10
-75
-88% -$1.56K ﹤0.01% 1981
2025
Q2 		$1.34K Buy
85
+10
+13% +$144 ﹤0.01% 1739
2025
Q1 		$1.14K Sell
75
-182
-71% -$3.11K ﹤0.01% 1757
2024
Q4 		$4.49K Buy
257
+105
+69% +$1.87K ﹤0.01% 1444
2024
Q3 		$2.67K Sell
152
-830
-85% -$13.6K ﹤0.01% 1497
2024
Q2 		$14.7K Hold
982
– – ﹤0.01% 1059
2024
Q1 		$16.3K Sell
982
-305
-24% -$4.92K ﹤0.01% 1020
2023
Q4 		$23K Buy
1,287
+1,212
+1,616% +$17.5K ﹤0.01% 883
2023
Q3 		$1.09K Hold
75
– – ﹤0.01% 1392
2023
Q2 		$1.26K Buy
+75
New +$1.21K ﹤0.01% 1356
2021
Q4 		– Sell
-200
Closed -$5K – 1325
2021
Q3 		$5K Hold
200
– – ﹤0.01% 1155
2021
Q2 		$5K Buy
+200
New +$5.45K ﹤0.01% 1170
2020
Q4 		– Sell
-243
Closed -$3K – 1268
2020
Q3 		$3K Sell
243
-26,319
-99% -$279K ﹤0.01% 1025
2020
Q2 		$286K Buy
26,562
+319
+1% +$2.86K 0.09% 169
2020
Q1 		$238K Buy
26,243
+741
+3% +$11.3K 0.12% 107
2019
Q4 		$459K Buy
25,502
+2,165
+9% +$36.9K 0.21% 101
2019
Q3 		$367K Buy
23,337
+9,391
+67% +$166K 0.2% 94
2019
Q2 		$287K Sell
13,946
-516
-4% -$10.7K 0.16% 109
2019
Q1 		$279K Buy
14,462
+3,625
+33% +$67.8K 0.17% 99
2018
Q4 		$181K Buy
10,837
+3,262
+43% +$65.3K 0.13% 114
2018
Q3 		$173K Buy
+7,575
New +$189K 0.1% 131

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Creative Financial Designs's IVZ Position: Q1 2026 in Review

Creative Financial Designs held its Invesco (IVZ) position steady in Q1 2026 at 10 shares worth $243. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Creative Financial Designs first reported a position in IVZ in Q3 2018 and has held it in 23 quarters since. The position peaked at $459K in Q4 2019. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Creative Financial Designs held 10 shares of Invesco worth $243 as of Q1 2026.
  • Creative Financial Designs left its Invesco share count unchanged in Q1 2026.
  • Invesco made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #2074 holding.
  • Creative Financial Designs first reported a position in Invesco in Q3 2018 and has held it in 23 quarters since.
  • Creative Financial Designs's Invesco position peaked at $459K in Q4 2019.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.