CA
IVF

CWC Advisors’s INVO Fertility Inc IVF Stock Holding History

CWC Advisors’s Portfolio IVF Stock Details IVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-834
Closed -$88K – 152
2025
Q2 		$88K Hold
834
– – 0.05% 144
2025
Q1 		$200K Buy
834
+764
+1,091% +$451K 0.11% 135
2024
Q4 		$81.4K Hold
70
– – 0.08% 119
2024
Q3 		$71.3K Buy
+70
New +$80K 0.07% 119

Other funds holding IVF

DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CWC Advisors's IVF Position: Q3 2025 in Review

CWC Advisors sold out of INVO Fertility Inc (IVF) in Q3 2025, closing a stake of 834 shares — an estimated $88K sold.

CWC Advisors first reported a position in IVF in Q3 2024 and held it in 4 quarters. The position peaked at $200K in Q1 2025. 8 funds tracked by Wall St. Rank hold IVF as of Q3 2025.

  • CWC Advisors reported no remaining INVO Fertility Inc position as of Q3 2025 after selling out during the quarter.
  • CWC Advisors sold 834 INVO Fertility Inc shares in Q3 2025, an estimated $88K.
  • CWC Advisors first reported a position in INVO Fertility Inc in Q3 2024 and held it in 4 quarters.
  • CWC Advisors's INVO Fertility Inc position peaked at $200K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held INVO Fertility Inc as of Q3 2025.

Based on CWC Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.