Creative Planning
INVX

Creative Planning’s Innovex International INVX Stock Holding History

Creative Planning’s Portfolio INVX Stock Details INVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$674K Buy
27,188
+3,598
+15% +$97.8K ﹤0.01% 2954
2026
Q1 		$575K Buy
23,590
+822
+4% +$20.6K ﹤0.01% 2917
2025
Q4 		$498K Buy
22,768
+1,838
+9% +$38.4K ﹤0.01% 2851
2025
Q3 		$388K Buy
20,930
+2,101
+11% +$34.9K ﹤0.01% 2942
2025
Q2 		$294K Buy
18,829
+299
+2% +$4.6K ﹤0.01% 2913
2025
Q1 		$333K Buy
18,530
+4,971
+37% +$84.4K ﹤0.01% 2655
2024
Q4 		$189K Sell
13,559
-14,164
-51% -$212K ﹤0.01% 2987
2024
Q3 		$407K Buy
27,723
+11,170
+67% +$179K ﹤0.01% 2283
2024
Q2 		$308K Buy
+16,553
New +$321K ﹤0.01% 2324
2017
Q3 		– Sell
-61
Closed -$3K – 3789
2017
Q2 		$3K Buy
+61
New +$3.15K ﹤0.01% 4218
2017
Q1 		– Sell
-55
Closed -$3K – 4944
2016
Q4 		$3K Sell
55
-3
-5% -$167 ﹤0.01% 4182
2016
Q3 		$3K Buy
58
+33
+132% +$1.84K ﹤0.01% 4138
2016
Q2 		$1K Buy
+25
New +$1.51K ﹤0.01% 4231
2016
Q1 		– Sell
-50
Closed -$3K – 4565
2015
Q4 		$3K Sell
50
-13
-21% -$806 ﹤0.01% 3940
2015
Q3 		$4K Buy
+63
New +$4.01K ﹤0.01% 3740
2015
Q2 		– Sell
-50
Closed -$3K – 3099
2015
Q1 		$3K Hold
50
– – ﹤0.01% 3777
2014
Q4 		$4K Buy
+50
New +$4.17K ﹤0.01% 3624
2014
Q3 		– Sell
-56
Closed -$6K – 4183
2014
Q2 		$6K Buy
+56
New +$6.02K ﹤0.01% 3143
2013
Q4 		– Sell
-90
Closed -$10K – 3496
2013
Q3 		$10K Buy
+90
New +$9.2K ﹤0.01% 2477

Other funds holding INVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning's INVX Position: Q2 2026 in Review

Creative Planning increased its Innovex International (INVX) stake by 15% in Q2 2026, buying an estimated $97.8K and bringing the position to 27,188 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #2954.

Creative Planning first reported a position in INVX in Q3 2013 and has held it in 19 quarters since. 224 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • Creative Planning held 27,188 shares of Innovex International worth $674K as of Q2 2026.
  • Creative Planning bought 3,598 Innovex International shares in Q2 2026, an estimated $97.8K.
  • Innovex International made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2954 holding.
  • Creative Planning first reported a position in Innovex International in Q3 2013 and has held it in 19 quarters since.
  • 224 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

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