CA
INV

Clearstead Advisors’s Innventure Inc INV Stock Holding History

Clearstead Advisors’s Portfolio INV Stock Details INV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21 Buy
+4
New +$24 ﹤0.01% 3579

Other funds holding INV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCA
Fortis Capital Advisors Prairie Village, Kansas $889M AUM 36.31% 1-Year Est. Return

Clearstead Advisors's INV Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Innventure Inc (INV) in Q2 2026: 4 shares worth $21. The stake represents ﹤0.01% of the portfolio and ranks #3579 among its holdings.

55 funds tracked by Wall St. Rank hold INV as of Q2 2026.

  • Clearstead Advisors held 4 shares of Innventure Inc worth $21 as of Q2 2026.
  • Innventure Inc was a new Clearstead Advisors position in Q2 2026.
  • Innventure Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3579 holding.
  • 55 funds tracked by Wall St. Rank held Innventure Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.