Creative Planning
IVZ icon

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 $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.