Creative Planning’s Aimco AIV Stock Holding History

Creative Planning’s Portfolio AIV Stock Details AIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-22,520	Closed	-$1K	–	4131
2014 Q3	$1K	Buy	+22,520	New	+$100K	﹤0.01%	3789

Other funds holding AIV

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning's AIV Position: Q2 2026 in Review

Creative Planning increased its Aimco (AIV) stake by 321% in Q2 2026, buying an estimated $131K and bringing the position to 44,924 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #3987.

Creative Planning first reported a position in AIV in Q2 2013 and has held it in 23 quarters since. 156 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

Creative Planning held 44,924 shares of Aimco worth $133K as of Q2 2026.
Creative Planning bought 34,258 Aimco shares in Q2 2026, an estimated $131K.
Aimco made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3987 holding.
Creative Planning first reported a position in Aimco in Q2 2013 and has held it in 23 quarters since.
156 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.