Avantax Advisory Services’s Innoviz Technologies INVZ Stock Holding History

Avantax Advisory Services’s Portfolio INVZ Stock Details INVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.8K	Sell	13,300 -100	-0.7%	-$87	﹤0.01%	2342
2025 Q1	$8.73K	Hold	13,400	–	–	﹤0.01%	2223
2024 Q4	$22.5K	Hold	13,400	–	–	﹤0.01%	2170
2024 Q3	$11.1K	Buy	13,400 +100	+0.8%	+$76	﹤0.01%	2115
2024 Q2	$12.3K	Hold	13,300	–	–	﹤0.01%	2064
2024 Q1	$18K	Hold	13,300	–	–	﹤0.01%	1636
2023 Q4	$33.6K	Buy	13,300 +1,000	+8%	+$1.92K	﹤0.01%	1552
2023 Q3	$24K	Hold	12,300	–	–	﹤0.01%	1527
2023 Q2	$34.9K	Sell	12,300 -1,000	-8%	-$2.76K	﹤0.01%	1484
2023 Q1	$46.5K	Sell	13,300 -400	-3%	-$1.77K	﹤0.01%	1449
2022 Q4	$53.8K	Buy	13,700 +400	+3%	+$1.9K	﹤0.01%	1382
2022 Q3	$69K	Buy	13,300 +1,700	+15%	+$8.14K	﹤0.01%	1286
2022 Q2	$45K	Hold	11,600	–	–	﹤0.01%	1278
2022 Q1	$42K	Buy	11,600 +300	+3%	+$1.2K	﹤0.01%	1264
2021 Q4	$72K	Buy	+11,300	New	+$64.8K	﹤0.01%	1223

Other funds holding INVZ

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Avantax Advisory Services reduced its Innoviz Technologies (INVZ) stake by 0.75% in Q2 2025, selling an estimated $87 and leaving 13,300 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

Avantax Advisory Services first reported a position in INVZ in Q4 2021 and has held it in 15 quarters since. The position peaked at $72K in Q4 2021. 108 funds tracked by Wall St. Rank hold INVZ as of Q2 2025.

Avantax Advisory Services held 13,300 shares of Innoviz Technologies worth $21.8K as of Q2 2025.
Avantax Advisory Services sold 100 Innoviz Technologies shares in Q2 2025, an estimated $87.
Innoviz Technologies made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2342 holding.
Avantax Advisory Services first reported a position in Innoviz Technologies in Q4 2021 and has held it in 15 quarters since.
Avantax Advisory Services's Innoviz Technologies position peaked at $72K in Q4 2021.
108 funds tracked by Wall St. Rank held Innoviz Technologies as of Q2 2025.

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