Creative Planning’s Invivyd IVVD Stock Holding History

Creative Planning’s Portfolio IVVD Stock Details IVVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19.6K	Buy	+22,568	New	+$17.9K	﹤0.01%	4266

Other funds holding IVVD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

Miller Financial Services Marshall, Michigan $132M AUM 10.64% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Creative Planning's IVVD Position: Q3 2026 in Review

Creative Planning opened a new position in Invivyd (IVVD) in Q3 2026: 22,568 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #4266 among its holdings.

39 funds tracked by Wall St. Rank hold IVVD as of Q3 2026.

Creative Planning held 22,568 shares of Invivyd worth $19.6K as of Q3 2026.
Invivyd was a new Creative Planning position in Q3 2026.
Invivyd made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4266 holding.
39 funds tracked by Wall St. Rank held Invivyd as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.