Compass Ion Advisors’s Innodata INOD Stock Holding History

Compass Ion Advisors’s Portfolio INOD Stock Details INOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$451K	Hold	6,853	–	–	0.04%	198
2026 Q2	$518K	Sell	6,853 -5,821	-46%	-$427K	0.04%	186
2026 Q1	$489K	Hold	12,674	–	–	0.05%	180
2025 Q4	$646K	Hold	12,674	–	–	0.06%	157
2025 Q3	$977K	Hold	12,674	–	–	0.09%	116
2025 Q2	$649K	Hold	12,674	–	–	0.07%	147
2025 Q1	$455K	Sell	12,674 -12,000	-49%	-$527K	0.05%	172
2024 Q4	$975K	Sell	24,674 -13,000	-35%	-$410K	0.12%	102
2024 Q3	$632K	Buy	37,674 +2,011	+6%	+$33.9K	0.08%	144
2024 Q2	$235K	Hold	35,663	–	–	0.03%	209
2024 Q1	$235K	Hold	35,663	–	–	0.03%	209
2023 Q4	$290K	Hold	35,663	–	–	0.05%	192
2023 Q3	$304K	Hold	35,663	–	–	0.05%	180
2023 Q2	$404K	Hold	35,663	–	–	0.1%	53
2023 Q1	$305K	Hold	35,663	–	–	0.08%	55
2022 Q4	$106K	Hold	35,663	–	–	0.03%	71
2022 Q3	$108K	Sell	35,663 -25,000	-41%	-$109K	0.03%	74
2022 Q2	$294K	Buy	60,663 +2,825	+5%	+$18.2K	0.09%	59
2022 Q1	$404K	Buy	57,838 +32,838	+131%	+$193K	0.13%	56
2021 Q4	$148K	Buy	+25,000	New	+$203K	0.05%	94

Other funds holding INOD

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Compass Ion Advisors's INOD Position: Q3 2026 in Review

Compass Ion Advisors held its Innodata (INOD) position steady in Q3 2026 at 6,853 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #198.

Compass Ion Advisors first reported a position in INOD in Q4 2021 and has held it in 20 quarters since. The position peaked at $977K in Q3 2025. 45 funds tracked by Wall St. Rank hold INOD as of Q3 2026.

Compass Ion Advisors held 6,853 shares of Innodata worth $451K as of Q3 2026.
Compass Ion Advisors left its Innodata share count unchanged in Q3 2026.
Innodata made up 0.04% of Compass Ion Advisors's portfolio in Q3 2026, its #198 holding.
Compass Ion Advisors first reported a position in Innodata in Q4 2021 and has held it in 20 quarters since.
Compass Ion Advisors's Innodata position peaked at $977K in Q3 2025.
45 funds tracked by Wall St. Rank held Innodata as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.