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GSYGSY
24 quarters

Position history for Creative PlanningCreative Planning's holdings in INVESCO ACTIVELY MANAGED EXC

Creative Planning holds 230,688 shares of GSY (INVESCO ACTIVELY MANAGED EXC), worth $11.6M as of 2026-Q2. The position was increased (+68.1% shares). GSY represents 0.0% of Creative Planning's portfolio.

Current Value

$11.6M

Current Shares

230,688

Total Value Change

+$11.2M

Total Shares Change

+223,959

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
230,688
+68.1%
$11.6M0.0%$49.98
41
2026-Q1
Increased
137,217
+0.7%
$6.9M0.0%$49.44
27
2025-Q4
Decreased
136,254
-9.8%
$6.8M0.0%$49.04
0
2025-Q3
Decreased
151,089
-10.1%
$7.6M0.0%$48.50
0
2025-Q2
Decreased
168,035
-5.4%
$8.4M0.0%$47.87
0
2025-Q1
Decreased
177,673
-9.7%
$8.9M0.0%$47.30
0
2024-Q4
Decreased
196,776
-9.1%
$9.9M0.0%$46.73
0
2024-Q3
Decreased
216,498
-3.8%
$10.9M0.0%$46.19
0
2024-Q2
Decreased
224,969
-13.5%
$11.2M0.0%$45.33
0
2024-Q1
Increased
260,182
+33.1%
$13M0.0%$44.71
36
2023-Q4
Decreased
195,531
-7.6%
$9.8M0.0%$44.10
0
2023-Q3
Increased
211,542
+8.6%
$10.5M0.0%$43.22
30
2023-Q2
Decreased
194,734
-5.5%
$9.7M0.0%$42.63
0
2023-Q1
Decreased
206,136
-8.0%
$10.2M0.0%$42.12
0
2022-Q4
Increased
224,091
+0.4%
$11.1M0.0%$41.61
28
2022-Q3
Decreased
223,274
-29.0%
$11M0.0%$41.19
0
2022-Q2
Decreased
314,582
-19.5%
$15.6M0.0%$41.13
0
2022-Q1
Increased
390,874
+25.8%
$19.5M0.0%$41.27
35
2021-Q4
Decreased
310,817
-51.3%
$15.6M0.0%$41.61
0
2021-Q3
Decreased
637,608
-68.4%
$32.2M0.1%$41.70
0
2021-Q2
New
2M
-
$101.7M0.2%$41.67
50
2020-Q2
Exited
0
-100.0%
$00.0%$41.31
0
2020-Q1
Decreased
4,583
-31.9%
$226,0000.0%$40.20
0
2019-Q4
New
6,729
-
$339,0000.0%$40.84
33

Other major holders of GSY: Steward Partners Investment Advisory, LLC, LPL Financial LLC, MORGAN STANLEY

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