Covestor’s Innovex International INVX Stock Holding History

Covestor’s Portfolio INVX Stock Details INVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$89K	Sell	3,291 -9	-0.3%	-$254	0.06%	405
2026 Q2	$82K	Buy	3,300 +16	+0.5%	+$435	0.05%	485
2026 Q1	$80K	Hold	3,284	–	–	0.06%	399
2025 Q4	$72K	Buy	3,284 +1,436	+78%	+$30K	0.04%	754
2025 Q3	$34K	Buy	1,848 +1,841	+26,300%	+$30.6K	0.02%	1077
2025 Q2	$0	Hold	7	–	–	﹤0.01%	2845
2025 Q1	$0	Hold	7	–	–	﹤0.01%	2818
2024 Q4	$0	Buy	7 +4	+133%	+$60	﹤0.01%	2836
2024 Q3	$0	Sell	3 -38	-93%	-$610	﹤0.01%	2859
2024 Q2	$1K	Buy	41 +37	+925%	+$718	﹤0.01%	2157
2024 Q1	$0	Hold	4	–	–	﹤0.01%	2826
2023 Q4	$0	Hold	4	–	–	﹤0.01%	2802
2023 Q3	$0	Sell	4 -1	-20%	-$27	﹤0.01%	2800
2023 Q2	$0	Hold	5	–	–	﹤0.01%	2742
2023 Q1	$0	Hold	5	–	–	﹤0.01%	2671
2022 Q4	$0	Sell	5 -1	-17%	-$24	﹤0.01%	2690
2022 Q3	$0	Sell	6 -1	-14%	-$23	﹤0.01%	2707
2022 Q2	$0	Buy	+7	New	+$213	﹤0.01%	2432

Other funds holding INVX

Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Covestor's INVX Position: Q3 2026 in Review

Covestor reduced its Innovex International (INVX) stake by 0.27% in Q3 2026, selling an estimated $254 and leaving 3,291 shares worth $89K. The position accounts for 0.06% of the portfolio, ranked #405.

Covestor first reported a position in INVX in Q2 2022 and has held it in 18 quarters since. 60 funds tracked by Wall St. Rank hold INVX as of Q3 2026.

Covestor held 3,291 shares of Innovex International worth $89K as of Q3 2026.
Covestor sold 9 Innovex International shares in Q3 2026, an estimated $254.
Innovex International made up 0.06% of Covestor's portfolio in Q3 2026, its #405 holding.
Covestor first reported a position in Innovex International in Q2 2022 and has held it in 18 quarters since.
60 funds tracked by Wall St. Rank held Innovex International as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.