AAS
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Avantax Advisory Services’s Innoviva INVA Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$435K Buy
21,633
+1,123
+5% +$21.6K ﹤0.01% 1671
2025
Q1 		$372K Buy
20,510
+2,009
+11% +$36K ﹤0.01% 1692
2024
Q4 		$321K Buy
18,501
+1,381
+8% +$26.5K ﹤0.01% 1737
2024
Q3 		$331K Sell
17,120
-51
-0.3% -$940 ﹤0.01% 1685
2024
Q2 		$282K Buy
17,171
+758
+5% +$11.8K ﹤0.01% 1736
2024
Q1 		$250K Buy
16,413
+3,996
+32% +$62.8K ﹤0.01% 1409
2023
Q4 		$199K Buy
12,417
+1,907
+18% +$26.7K ﹤0.01% 1478
2023
Q3 		$137K Buy
+10,510
New +$136K ﹤0.01% 1471

Other funds holding INVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avantax Advisory Services's INVA Position: Q2 2025 in Review

Avantax Advisory Services increased its Innoviva (INVA) stake by 5.5% in Q2 2025, buying an estimated $21.6K and bringing the position to 21,633 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Avantax Advisory Services first reported a position in INVA in Q3 2023 and has held it in 8 quarters since. 266 funds tracked by Wall St. Rank hold INVA as of Q2 2025.

  • Avantax Advisory Services held 21,633 shares of Innoviva worth $435K as of Q2 2025.
  • Avantax Advisory Services bought 1,123 Innoviva shares in Q2 2025, an estimated $21.6K.
  • Innoviva made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1671 holding.
  • Avantax Advisory Services first reported a position in Innoviva in Q3 2023 and has held it in 8 quarters since.
  • 266 funds tracked by Wall St. Rank held Innoviva as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.