Creative Planning’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.86M | Buy |
241,364
+57,957
| +32% | +$1.52M | ﹤0.01% | 1074 |
|
|
2025
Q4 | $4.82M | Buy |
183,407
+93,445
| +104% | +$2.28M | ﹤0.01% | 1030 |
|
|
2025
Q3 | $2.06M | Buy |
89,962
+57,955
| +181% | +$1.2M | ﹤0.01% | 1518 |
|
|
2025
Q2 | $505K | Buy |
32,007
+3,079
| +11% | +$44.2K | ﹤0.01% | 2466 |
|
|
2025
Q1 | $439K | Sell |
28,928
-17,833
| -38% | -$304K | ﹤0.01% | 2406 |
|
|
2024
Q4 | $817K | Buy |
46,761
+12,812
| +38% | +$228K | ﹤0.01% | 1809 |
|
|
2024
Q3 | $596K | Buy |
33,949
+394
| +1% | +$6.47K | ﹤0.01% | 1949 |
|
|
2024
Q2 | $502K | Sell |
33,555
-2,372
| -7% | -$36.5K | ﹤0.01% | 1941 |
|
|
2024
Q1 | $596K | Buy |
35,927
+1,268
| +4% | +$20.5K | ﹤0.01% | 1722 |
|
|
2023
Q4 | $618K | Buy |
34,659
+10,345
| +43% | +$149K | ﹤0.01% | 1552 |
|
|
2023
Q3 | $353K | Sell |
24,314
-2,771
| -10% | -$44.6K | ﹤0.01% | 1802 |
|
|
2023
Q2 | $455K | Buy |
27,085
+3,018
| +13% | +$48.6K | ﹤0.01% | 1617 |
|
|
2023
Q1 | $395K | Buy |
24,067
+7,325
| +44% | +$131K | ﹤0.01% | 1631 |
|
|
2022
Q4 | $301K | Buy |
16,742
+5,571
| +50% | +$95.3K | ﹤0.01% | 1726 |
|
|
2022
Q3 | $153K | Buy |
11,171
+9,961
| +823% | +$168K | ﹤0.01% | 1969 |
|
|
2022
Q2 | $20K | Sell |
1,210
-8,026
| -87% | -$152K | ﹤0.01% | 2142 |
|
|
2022
Q1 | $213K | Buy |
9,236
+415
| +5% | +$9.2K | ﹤0.01% | 1858 |
|
|
2021
Q4 | $203K | Sell |
8,821
-997
| -10% | -$24.3K | ﹤0.01% | 1862 |
|
|
2021
Q3 | $237K | Buy |
+9,818
| New | +$246K | ﹤0.01% | 1747 |
|
|
2021
Q2 | – | Sell |
-11,013
| Closed | -$278K | – | 2325 |
|
|
2021
Q1 | $278K | Sell |
11,013
-5,226
| -32% | -$117K | ﹤0.01% | 1843 |
|
|
2020
Q4 | $283K | Buy |
16,239
+5,996
| +59% | +$92.2K | ﹤0.01% | 1665 |
|
|
2020
Q3 | $117K | Buy |
+10,243
| New | +$109K | ﹤0.01% | 1803 |
|
|
2020
Q2 | – | Sell |
-12,105
| Closed | -$110K | – | 2071 |
|
|
2020
Q1 | $110K | Buy |
12,105
+965
| +9% | +$14.7K | ﹤0.01% | 1508 |
|
|
2019
Q4 | $200K | Sell |
11,140
-3,083
| -22% | -$52.6K | ﹤0.01% | 1638 |
|
|
2019
Q3 | $241K | Sell |
14,223
-3,598
| -20% | -$63.5K | ﹤0.01% | 1491 |
|
|
2019
Q2 | $365K | Sell |
17,821
-3,174
| -15% | -$65.9K | ﹤0.01% | 1249 |
|
|
2019
Q1 | $405K | Sell |
20,995
-4,799
| -19% | -$89.7K | ﹤0.01% | 1162 |
|
|
2018
Q4 | $432K | Sell |
25,794
-4,357
| -14% | -$87.2K | ﹤0.01% | 1035 |
|
|
2018
Q3 | $690K | Sell |
30,151
-9,561
| -24% | -$239K | ﹤0.01% | 917 |
|
|
2018
Q2 | $1.05M | Sell |
39,712
-891
| -2% | -$25.6K | ﹤0.01% | 721 |
|
|
2018
Q1 | $1.3M | Buy |
40,603
+190
| +0.5% | +$6.55K | 0.01% | 598 |
|
|
2017
Q4 | $1.48M | Buy |
40,413
+1,893
| +5% | +$68.5K | 0.01% | 545 |
|
|
2017
Q3 | $1.35M | Sell |
38,520
-239
| -0.6% | -$8.16K | 0.01% | 585 |
|
|
2017
Q2 | $1.36M | Sell |
38,759
-5,777
| -13% | -$188K | 0.01% | 560 |
|
|
2017
Q1 | $1.36M | Buy |
44,536
+3,270
| +8% | +$102K | 0.01% | 560 |
|
|
2016
Q4 | $1.25M | Sell |
41,266
-19,171
| -32% | -$590K | 0.01% | 545 |
|
|
2016
Q3 | $1.89M | Buy |
60,437
+42,908
| +245% | +$1.26M | 0.01% | 390 |
|
|
2016
Q2 | $448K | Buy |
17,529
+11,576
| +194% | +$344K | ﹤0.01% | 830 |
|
|
2016
Q1 | $183K | Sell |
5,953
-444
| -7% | -$12.8K | ﹤0.01% | 1260 |
|
|
2015
Q4 | $214K | Sell |
6,397
-220
| -3% | -$7.21K | ﹤0.01% | 1160 |
|
|
2015
Q3 | $207K | Buy |
+6,617
| New | +$235K | ﹤0.01% | 1176 |
|
|
2015
Q2 | – | Sell |
-6,434
| Closed | -$255K | – | 2048 |
|
|
2015
Q1 | $255K | Sell |
6,434
-94
| -1% | -$3.67K | ﹤0.01% | 1069 |
|
|
2014
Q4 | $258K | Sell |
6,528
-923
| -12% | -$36.4K | ﹤0.01% | 1004 |
|
|
2014
Q3 | $294K | Buy |
7,451
+1,571
| +27% | +$61.8K | ﹤0.01% | 873 |
|
|
2014
Q2 | $222K | Sell |
5,880
-27,805
| -83% | -$1.01M | ﹤0.01% | 973 |
|
|
2014
Q1 | $1.25M | Buy |
33,685
+28,394
| +537% | +$984K | 0.02% | 308 |
|
|
2013
Q4 | $193K | Buy |
5,291
+210
| +4% | +$7.12K | ﹤0.01% | 875 |
|
|
2013
Q3 | $162K | Buy |
5,081
+1,270
| +33% | +$40.5K | ﹤0.01% | 852 |
|
|
2013
Q2 | $121K | Buy |
+3,811
| New | +$122K | ﹤0.01% | 886 |
|
Other funds holding IVZ
MMLI
VCM
VPM
Creative Planning's IVZ Position: Q1 2026 in Review
Creative Planning increased its Invesco (IVZ) stake by 32% in Q1 2026, buying an estimated $1.52M and bringing the position to 241,364 shares worth $5.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1074.
Creative Planning first reported a position in IVZ in Q2 2013 and has held it in 49 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.
- Creative Planning held 241,364 shares of Invesco worth $5.86M as of Q1 2026.
- Creative Planning bought 57,957 Invesco shares in Q1 2026, an estimated $1.52M.
- Invesco made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1074 holding.
- Creative Planning first reported a position in Invesco in Q2 2013 and has held it in 49 quarters since.
- 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.