Rothwell Investment Advisors, LLC’s Innoviva INVA Stock Holding History

Rothwell Investment Advisors, 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	$4.41K	Buy	+208	New	+$4.42K	﹤0.01%	927

Other funds holding INVA

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Rothwell Investment Advisors, LLC's INVA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Innoviva (INVA) in Q3 2026: 208 shares worth $4.41K. The stake represents ﹤0.01% of the portfolio and ranks #927 among its holdings.

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

Rothwell Investment Advisors, LLC held 208 shares of Innoviva worth $4.41K as of Q3 2026.
Innoviva was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Innoviva made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #927 holding.
112 funds tracked by Wall St. Rank held Innoviva as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.