Creative Planning
IVA

Creative Planning’s Inventiva IVA Stock Holding History

Creative Planning’s Portfolio IVA Stock Details IVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,000
Closed -$46.5K – 4156
2025
Q4 		$46.5K Hold
10,000
– – ﹤0.01% 3811
2025
Q3 		$57.9K Hold
10,000
– – ﹤0.01% 3745
2025
Q2 		$31.9K Buy
+10,000
New +$33.9K ﹤0.01% 3562

Other funds holding IVA

SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TECP
Trails Edge Capital Partners Atlanta, Georgia $437M AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCP
SymBiosis Capital Partners Bentonville, Arkansas $52.8M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Creative Planning's IVA Position: Q1 2026 in Review

Creative Planning sold out of Inventiva (IVA) in Q1 2026, closing a stake of 10,000 shares — an estimated $46.5K sold.

Creative Planning first reported a position in IVA in Q2 2025 and held it in 3 quarters. The position peaked at $57.9K in Q3 2025. 65 funds tracked by Wall St. Rank hold IVA as of Q1 2026.

  • Creative Planning reported no remaining Inventiva position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 10,000 Inventiva shares in Q1 2026, an estimated $46.5K.
  • Creative Planning first reported a position in Inventiva in Q2 2025 and held it in 3 quarters.
  • Creative Planning's Inventiva position peaked at $57.9K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Inventiva as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.