Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

IVZ holding history

Invesco Ltd. 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.

IVZ overviewAll 13F holders of IVZFull Q2 2026 holdings

Shares (Q2 2026)
242,112
Value
$6.39M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of IVZ by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026242,112$6.39M<0.1%+748+0.3%AddedHolders
Q1 2026241,364$5.86M<0.1%+57,957+31.6%AddedHolders
Q4 2025183,407$4.82M<0.1%+93,445+103.9%AddedHolders
Q3 202589,962$2.06M<0.1%+57,955+181.1%AddedHolders
Q2 202532,007$504.7K<0.1%+3,079+10.6%AddedHolders
Q1 202528,928$438.8K<0.1%−17,833−38.1%ReducedHolders
Q4 202446,761$817.4K<0.1%+12,812+37.7%AddedHolders
Q3 202433,949$596.1K<0.1%+394+1.2%AddedHolders
Q2 202433,555$502.0K<0.1%−2,372−6.6%ReducedHolders
Q1 202435,927$596.0K<0.1%+1,268+3.7%AddedHolders
Q4 202334,659$618.3K<0.1%+10,345+42.5%AddedHolders
Q3 202324,314$353.0K<0.1%−2,771−10.2%ReducedHolders
Q2 202327,085$455.3K<0.1%+3,018+12.5%AddedHolders
Q1 202324,067$394.7K<0.1%+7,325+43.8%AddedHolders
Q4 202216,742$301.2K<0.1%+5,571+49.9%AddedHolders
Q3 202211,171$153.0K<0.1%+9,961+823.2%AddedHolders
Q2 20221,210$20.0K<0.1%−8,026−86.9%ReducedHolders
Q1 20229,236$213.0K<0.1%+415+4.7%AddedHolders
Q4 20218,821$203.0K<0.1%−997−10.2%ReducedHolders
Q3 20219,818$237.0K<0.1%+9,818NewHolders
Q2 20210$00.0%−11,013−100.0%Sold outHolders
Q1 202111,013$278.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.