Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
INVX holding history
Innovex International, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
INVX overviewAll 13F holders of INVXFull Q2 2026 holdings
- Shares (Q2 2026)
- 27,188
- Value
- $674.3K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 27,188 | $674.3K | <0.1% | +3,598+15.3% | Added | Holders |
| Q1 2026 | 23,590 | $575.4K | <0.1% | +822+3.6% | Added | Holders |
| Q4 2025 | 22,768 | $497.9K | <0.1% | +1,838+8.8% | Added | Holders |
| Q3 2025 | 20,930 | $388.0K | <0.1% | +2,101+11.2% | Added | Holders |
| Q2 2025 | 18,829 | $294.1K | <0.1% | +299+1.6% | Added | Holders |
| Q1 2025 | 18,530 | $332.8K | <0.1% | +4,971+36.7% | Added | Holders |
| Q4 2024 | 13,559 | $189.4K | <0.1% | −14,164−51.1% | Reduced | Holders |
| Q3 2024 | 27,723 | $407.0K | <0.1% | +11,170+67.5% | Added | Holders |
| Q2 2024 | 16,553 | $307.9K | <0.1% | +16,553 | New | Holders |