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Superior Planning, LLC’s Innoviva INVA Stock Holding History

Superior Planning, LLC’s Portfolio INVA Stock Details INVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.81K Buy
+321
New +$6.82K ﹤0.01% 1087

Other funds holding INVA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Superior Planning, LLC's INVA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Innoviva (INVA) in Q3 2026: 321 shares worth $6.81K. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings.

184 funds tracked by Wall St. Rank hold INVA as of Q3 2026.

  • Superior Planning, LLC held 321 shares of Innoviva worth $6.81K as of Q3 2026.
  • Innoviva was a new Superior Planning, LLC position in Q3 2026.
  • Innoviva made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1087 holding.
  • 184 funds tracked by Wall St. Rank held Innoviva as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.