Superior Planning, LLC’s Innovex International INVX Stock Holding History

Superior Planning, LLC’s Portfolio INVX Stock Details INVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$17.6K	Buy	+652	New	+$18.4K	0.01%	739

Other funds holding INVX

ACPLP

Amberjack Capital Partners, L.P. Houston, Texas $480M AUM 45.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in Innovex International (INVX) in Q3 2026: 652 shares worth $17.6K. The stake represents 0.01% of the portfolio and ranks #739 among its holdings.

158 funds tracked by Wall St. Rank hold INVX as of Q3 2026.

Superior Planning, LLC held 652 shares of Innovex International worth $17.6K as of Q3 2026.
Innovex International was a new Superior Planning, LLC position in Q3 2026.
Innovex International made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #739 holding.
158 funds tracked by Wall St. Rank held Innovex International as of Q3 2026.

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