CX Institutional’s Innoviva INVA Stock Holding History

CX Institutional’s Portfolio INVA Stock Details INVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-280,240	Closed	-$6.36M	–	1711
2026 Q2	$6.36M	Buy	280,240 +2,708	+1%	+$62K	0.18%	135
2026 Q1	$6.47M	Buy	+277,532	New	+$5.98M	0.2%	119

Other funds holding INVA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CX Institutional's INVA Position: Q3 2026 in Review

CX Institutional sold out of Innoviva (INVA) in Q3 2026, closing a stake of 280,240 shares — an estimated $6.36M sold.

CX Institutional first reported a position in INVA in Q1 2026 and held it in 2 quarters. The position peaked at $6.47M in Q1 2026. 7 funds tracked by Wall St. Rank hold INVA as of Q3 2026.

CX Institutional reported no remaining Innoviva position as of Q3 2026 after selling out during the quarter.
CX Institutional sold 280,240 Innoviva shares in Q3 2026, an estimated $6.36M.
CX Institutional first reported a position in Innoviva in Q1 2026 and held it in 2 quarters.
CX Institutional's Innoviva position peaked at $6.47M in Q1 2026.
7 funds tracked by Wall St. Rank held Innoviva as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.