CWM
INVE icon

C2C Wealth Management’s Identive INVE Stock Holding History

C2C Wealth Management’s Portfolio INVE Stock Details INVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.8K Buy
15,000
+5,000
+50% +$20.1K 0.03% 94
2026
Q1 		$37K Hold
10,000
– – 0.03% 92
2025
Q4 		$38.4K Hold
10,000
– – 0.03% 87
2025
Q3 		$34.5K Buy
+10,000
New +$35.8K 0.03% 84

Other funds holding INVE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return