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Creative Planning IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
154
Latest value
$12.6M
Q3 2026
Peak value
$62.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.6M |
| Q3 2025 | $2.4M |
| Q3 2025 | $1.3M |
| Q3 2025 | $4.7M |
| Q3 2025 | $1.9M |
| Q3 2025 | $1.1M |
| Q3 2025 | $199K |
| Q3 2025 | $16.5M |
| Q3 2025 | $4.1M |
| Q3 2025 | $2.7M |
| Q3 2025 | $41.1M |
| Q3 2025 | $157K |
| Q3 2025 | $20M |
| Q3 2025 | $540K |
| Q3 2025 | $2.5M |
| Q3 2025 | $9K |
| Q3 2025 | $2.3M |
| Q3 2025 | $9.3M |
| Q3 2025 | $387K |
| Q3 2025 | $425K |
| Q3 2025 | $668K |
| Q3 2025 | $9.5M |
| Q3 2025 | $1M |
| Q3 2025 | $491K |
| Q3 2025 | $918K |
| Q3 2025 | $5.3M |
| Q3 2025 | $2M |
| Q3 2025 | $16K |
| Q4 2025 | $6.8M |
| Q4 2025 | $2.2M |
| Q4 2025 | $1.5M |
| Q4 2025 | $4.6M |
| Q4 2025 | $202K |
| Q4 2025 | $1.7M |
| Q4 2025 | $1.2M |
| Q4 2025 | $16.2M |
| Q4 2025 | $3.8M |
| Q4 2025 | $2.6M |
| Q4 2025 | $50.2M |
| Q4 2025 | $18.3M |
| Q4 2025 | $464K |
| Q4 2025 | $2.5M |
| Q4 2025 | $2.4M |
| Q4 2025 | $12.4M |
| Q4 2025 | $329K |
| Q4 2025 | $488K |
| Q4 2025 | $5.9M |
| Q4 2025 | $9.4M |
| Q4 2025 | $1M |
| Q4 2025 | $264K |
| Q4 2025 | $513K |
| Q4 2025 | $982K |
| Q4 2025 | $5.1M |
| Q4 2025 | $4.8M |
| Q1 2026 | $6.9M |
| Q1 2026 | $2.8M |
| Q1 2026 | $2.1M |
| Q1 2026 | $4.4M |
| Q1 2026 | $216K |
| Q1 2026 | $1.7M |
| Q1 2026 | $1.3M |
| Q1 2026 | $16.1M |
| Q1 2026 | $222K |
| Q1 2026 | $3.9M |
| Q1 2026 | $2.5M |
| Q1 2026 | $53.5M |
| Q1 2026 | $16.3M |
| Q1 2026 | $765K |
| Q1 2026 | $2.1M |
| Q1 2026 | $2.4M |
| Q1 2026 | $13.1M |
| Q1 2026 | $470K |
| Q1 2026 | $576K |
| Q1 2026 | $6.9M |
| Q1 2026 | $10.6M |
| Q1 2026 | $979K |
| Q1 2026 | $332K |
| Q1 2026 | $505K |
| Q1 2026 | $1.2M |
| Q1 2026 | $317K |
| Q1 2026 | $4.5M |
| Q1 2026 | $5.9M |
| Q2 2026 | $11.6M |
| Q2 2026 | $2.6M |
| Q2 2026 | $2.6M |
| Q2 2026 | $4.5M |
| Q2 2026 | $249K |
| Q2 2026 | $2.1M |
| Q2 2026 | $1.3M |
| Q2 2026 | $177K |
| Q2 2026 | $21.9M |
| Q2 2026 | $205K |
| Q2 2026 | $5.7M |
| Q2 2026 | $3M |
| Q2 2026 | $159K |
| Q2 2026 | $61.3M |
| Q2 2026 | $16.5M |
| Q2 2026 | $1M |
| Q2 2026 | $2M |
| Q2 2026 | $2.4M |
| Q2 2026 | $16M |
| Q2 2026 | $992K |
| Q2 2026 | $1.4M |
| Q2 2026 | $255K |
| Q2 2026 | $9.1M |
| Q2 2026 | $71K |
| Q2 2026 | $10.6M |
| Q2 2026 | $1.1M |
| Q2 2026 | $294K |
| Q2 2026 | $900K |
| Q2 2026 | $1.7M |
| Q2 2026 | $9K |
| Q2 2026 | $279K |
| Q2 2026 | $374K |
| Q2 2026 | $375K |
| Q2 2026 | $300K |
| Q2 2026 | $4.3M |
| Q2 2026 | $20K |
| Q2 2026 | $6.4M |
| Q3 2026 | $10.7M |
| Q3 2026 | $3M |
| Q3 2026 | $2.3M |
| Q3 2026 | $4.4M |
| Q3 2026 | $228K |
| Q3 2026 | $2.9M |
| Q3 2026 | $1.3M |
| Q3 2026 | $162K |
| Q3 2026 | $20.2M |
| Q3 2026 | $406K |
| Q3 2026 | $6.5M |
| Q3 2026 | $3.2M |
| Q3 2026 | $155K |
| Q3 2026 | $62.5M |
| Q3 2026 | $13.8M |
| Q3 2026 | $1.9M |
| Q3 2026 | $2.2M |
| Q3 2026 | $2.4M |
| Q3 2026 | $17.1M |
| Q3 2026 | $963K |
| Q3 2026 | $1.1M |
| Q3 2026 | $269K |
| Q3 2026 | $8.9M |
| Q3 2026 | $10M |
| Q3 2026 | $713K |
| Q3 2026 | $544K |
| Q3 2026 | $508K |
| Q3 2026 | $1.6M |
| Q3 2026 | $462K |
| Q3 2026 | $362K |
| Q3 2026 | $365K |
| Q3 2026 | $295K |
| Q3 2026 | $4.1M |
| Q3 2026 | $44K |
| Q3 2026 | $12.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.6M | 416.3K | — | — |
| Q3 2026 | $44K | 1.5K | — | — |
| Q3 2026 | $4.1M | 47.1K | — | — |
| Q3 2026 | $295K | 12.7K | — | — |
| Q3 2026 | $365K | 16.0K | — | — |
| Q3 2026 | $362K | 16.2K | — | — |
| Q3 2026 | $462K | 19.5K | — | — |
| Q3 2026 | $1.6M | 12.2K | — | — |
| Q3 2026 | $508K | 11.6K | — | — |
| Q3 2026 | $544K | 6.2K | — | — |
| Q3 2026 | $713K | 33.3K | — | — |
| Q3 2026 | $10M | 141.4K | — | — |
| Q3 2026 | $8.9M | 58.7K | — | — |
| Q3 2026 | $269K | 2.5K | — | — |
| Q3 2026 | $1.1M | 7.5K | — | — |
| Q3 2026 | $963K | 9.5K | — | — |
| Q3 2026 | $17.1M | 314.9K | — | — |
| Q3 2026 | $2.4M | 111.3K | — | — |
| Q3 2026 | $2.2M | 19.5K | — | — |
| Q3 2026 | $1.9M | 12.6K | — | — |
| Q3 2026 | $13.8M | 116.4K | — | — |
| Q3 2026 | $62.5M | 300.5K | — | — |
| Q3 2026 | $155K | 747 | — | — |
| Q3 2026 | $3.2M | 22.4K | — | — |
| Q3 2026 | $6.5M | 98.5K | — | — |
| Q3 2026 | $406K | 6.2K | — | — |
| Q3 2026 | $20.2M | 346.4K | — | — |
| Q3 2026 | $162K | 2.8K | — | — |
| Q3 2026 | $1.3M | 11.5K | — | — |
| Q3 2026 | $2.9M | 45.9K | — | — |
| Q3 2026 | $228K | 3.9K | — | — |
| Q3 2026 | $4.4M | 65.5K | — | — |
| Q3 2026 | $2.3M | 14.6K | — | — |
| Q3 2026 | $3M | 157.0K | — | — |
| Q3 2026 | $10.7M | 213.8K | — | — |
| Q2 2026 | $6.4M | 241.3K | — | — |
| Q2 2026 | $20K | 762 | — | — |
| Q2 2026 | $4.3M | 48.6K | — | — |
| Q2 2026 | $300K | 12.7K | — | — |
| Q2 2026 | $375K | 16.0K | — | — |
| Q2 2026 | $374K | 16.2K | — | — |
| Q2 2026 | $279K | 11.5K | — | — |
| Q2 2026 | $9K | 350 | — | — |
| Q2 2026 | $1.7M | 13.6K | — | — |
| Q2 2026 | $900K | 19.8K | — | — |
| Q2 2026 | $294K | 3.2K | — | — |
| Q2 2026 | $1.1M | 48.9K | — | — |
| Q2 2026 | $10.6M | 141.5K | — | — |
| Q2 2026 | $71K | 953 | — | — |
| Q2 2026 | $9.1M | 56.2K | — | — |
| Q2 2026 | $255K | 1.9K | — | — |
| Q2 2026 | $1.4M | 7.2K | — | — |
| Q2 2026 | $992K | 9.5K | — | — |
| Q2 2026 | $16M | 296.6K | — | — |
| Q2 2026 | $2.4M | 109.9K | — | — |
| Q2 2026 | $2M | 17.8K | — | — |
| Q2 2026 | $1M | 6.0K | — | — |
| Q2 2026 | $16.5M | 134.9K | — | — |
| Q2 2026 | $61.3M | 288.1K | — | — |
| Q2 2026 | $159K | 747 | — | — |
| Q2 2026 | $3M | 21.3K | — | — |
| Q2 2026 | $5.7M | 88.2K | — | — |
| Q2 2026 | $205K | 2.5K | — | — |
| Q2 2026 | $21.9M | 343.6K | — | — |
| Q2 2026 | $177K | 2.8K | — | — |
| Q2 2026 | $1.3M | 11.4K | — | — |
| Q2 2026 | $2.1M | 33.6K | — | — |
| Q2 2026 | $249K | 3.9K | — | — |
| Q2 2026 | $4.5M | 64.9K | — | — |
| Q2 2026 | $2.6M | 14.5K | — | — |
| Q2 2026 | $2.6M | 161.9K | — | — |
| Q2 2026 | $11.6M | 230.7K | — | — |
| Q1 2026 | $5.9M | 241.4K | — | — |
| Q1 2026 | $4.5M | 52.8K | — | — |
| Q1 2026 | $317K | 13.2K | — | — |
| Q1 2026 | $1.2M | 10.1K | — | — |
| Q1 2026 | $505K | 14.0K | — | — |
| Q1 2026 | $332K | 4.2K | — | — |
| Q1 2026 | $979K | 42.6K | — | — |
| Q1 2026 | $10.6M | 144.7K | — | — |
| Q1 2026 | $6.9M | 61.3K | — | — |
| Q1 2026 | $576K | 6.1K | — | — |
| Q1 2026 | $470K | 8.1K | — | — |
| Q1 2026 | $13.1M | 274.8K | — | — |
| Q1 2026 | $2.4M | 109.9K | — | — |
| Q1 2026 | $2.1M | 20.5K | — | — |
| Q1 2026 | $765K | 5.3K | — | — |
| Q1 2026 | $16.3M | 151.9K | — | — |
| Q1 2026 | $53.5M | 278.7K | — | — |
| Q1 2026 | $2.5M | 18.7K | — | — |
| Q1 2026 | $3.9M | 86.7K | — | — |
| Q1 2026 | $222K | 2.7K | — | — |
| Q1 2026 | $16.1M | 344.4K | — | — |
| Q1 2026 | $1.3M | 11.9K | — | — |
| Q1 2026 | $1.7M | 31.7K | — | — |
| Q1 2026 | $216K | 3.9K | — | — |
| Q1 2026 | $4.4M | 65.5K | — | — |
| Q1 2026 | $2.1M | 12.6K | — | — |
| Q1 2026 | $2.8M | 163.3K | — | — |
| Q1 2026 | $6.9M | 137.2K | — | — |
| Q4 2025 | $4.8M | 183.4K | — | — |
| Q4 2025 | $5.1M | 57.0K | — | — |
| Q4 2025 | $982K | 8.6K | — | — |
| Q4 2025 | $513K | 13.9K | — | — |
| Q4 2025 | $264K | 3.1K | — | — |
| Q4 2025 | $1M | 45.1K | — | — |
| Q4 2025 | $9.4M | 132.0K | — | — |
| Q4 2025 | $5.9M | 49.8K | — | — |
| Q4 2025 | $488K | 6.2K | — | — |
| Q4 2025 | $329K | 5.5K | — | — |
| Q4 2025 | $12.4M | 264.9K | — | — |
| Q4 2025 | $2.4M | 107.0K | — | — |
| Q4 2025 | $2.5M | 24.8K | — | — |
| Q4 2025 | $464K | 3.4K | — | — |
| Q4 2025 | $18.3M | 160.9K | — | — |
| Q4 2025 | $50.2M | 262.1K | — | — |
| Q4 2025 | $2.6M | 19.3K | — | — |
| Q4 2025 | $3.8M | 82.5K | — | — |
| Q4 2025 | $16.2M | 346.4K | — | — |
| Q4 2025 | $1.2M | 11.4K | — | — |
| Q4 2025 | $1.7M | 29.2K | — | — |
| Q4 2025 | $202K | 3.9K | — | — |
| Q4 2025 | $4.6M | 65.7K | — | — |
| Q4 2025 | $1.5M | 9.8K | — | — |
| Q4 2025 | $2.2M | 167.3K | — | — |
| Q4 2025 | $6.8M | 136.3K | — | — |
| Q3 2025 | $16K | 696 | — | — |
| Q3 2025 | $2M | 89.3K | — | — |
| Q3 2025 | $5.3M | 58.3K | — | — |
| Q3 2025 | $918K | 8.3K | — | — |
| Q3 2025 | $491K | 13.7K | — | — |
| Q3 2025 | $1M | 45.3K | — | — |
| Q3 2025 | $9.5M | 128.8K | — | — |
| Q3 2025 | $668K | 5.5K | — | — |
| Q3 2025 | $425K | 6.0K | — | — |
| Q3 2025 | $387K | 7.2K | — | — |
| Q3 2025 | $9.3M | 206.0K | — | — |
| Q3 2025 | $2.3M | 108.7K | — | — |
| Q3 2025 | $9K | 414 | — | — |
| Q3 2025 | $2.5M | 23.3K | — | — |
| Q3 2025 | $540K | 4.0K | — | — |
| Q3 2025 | $20M | 175.8K | — | — |
| Q3 2025 | $157K | 828 | — | — |
| Q3 2025 | $41.1M | 216.7K | — | — |
| Q3 2025 | $2.7M | 20.5K | — | — |
| Q3 2025 | $4.1M | 92.9K | — | — |
| Q3 2025 | $16.5M | 345.6K | — | — |
| Q3 2025 | $199K | 4.2K | — | — |
| Q3 2025 | $1.1M | 10.6K | — | — |
| Q3 2025 | $1.9M | 33.5K | — | — |
| Q3 2025 | $4.7M | 65.3K | — | — |
| Q3 2025 | $1.3M | 8.5K | — | — |
| Q3 2025 | $2.4M | 180.4K | — | — |
| Q3 2025 | $7.6M | 151.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B