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
Q2 		$264 Hold
10
– – ﹤0.01% 2193
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 $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Financial Designs's IVZ Position: Q2 2026 in Review

Creative Financial Designs held its Invesco (IVZ) position steady in Q2 2026 at 10 shares worth $264. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Creative Financial Designs first reported a position in IVZ in Q3 2018 and has held it in 24 quarters since. The position peaked at $459K in Q4 2019. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Creative Financial Designs held 10 shares of Invesco worth $264 as of Q2 2026.
  • Creative Financial Designs left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2193 holding.
  • Creative Financial Designs first reported a position in Invesco in Q3 2018 and has held it in 24 quarters since.
  • Creative Financial Designs's Invesco position peaked at $459K in Q4 2019.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.