Creative Planning’s Invesco IVZ Stock Holding History

Creative Planning’s Portfolio IVZ Stock Details IVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,000	Closed	-$59K	–	2020
2018 Q3	$59K	Buy	+10,000	New	+$250K	﹤0.01%	1859

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's IVZ Position: Q2 2026 in Review

Creative Planning increased its Invesco (IVZ) stake by 0.31% in Q2 2026, buying an estimated $19.8K and bringing the position to 242,112 shares worth $6.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Creative Planning first reported a position in IVZ in Q2 2013 and has held it in 50 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Creative Planning held 242,112 shares of Invesco worth $6.39M as of Q2 2026.
Creative Planning bought 748 Invesco shares in Q2 2026, an estimated $19.8K.
Invesco made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1209 holding.
Creative Planning first reported a position in Invesco in Q2 2013 and has held it in 50 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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