Creative Planning »

Innventure shares owned by Creative Planning

Quarter-by-quarter ownership of Innventure (INV) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Innventure

Tip: Access up to 7 years of quarterly data

All positions including Innventure held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innventure by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $52k 13k 3.91

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Innventure

BlackRock
Pnc Financial Services
Vanguard Capital Management
Vanguard Group
Point72 Asset Management
Driehaus Capital Management
Geode Capital Management
Balyasny Asset Management
CastleKnight Management
Susquehanna International
Stifel Financial
CenterBook Partners
Abundance Wealth Counselors
AQR Capital Management
Goss Wealth Management

View all funds holding Innventure