Diversify Wealth Management’s INVE Technologies, Inc. Common Stock INVE Stock Holding History

Diversify Wealth Management’s Portfolio INVE Stock Details INVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.8K	Buy	+10,643	New	+$42.7K	﹤0.01%	1243

Other funds holding INVE

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diversify Wealth Management's INVE Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in INVE Technologies, Inc. Common Stock (INVE) in Q2 2026: 10,643 shares worth $28.8K. The stake represents ﹤0.01% of the portfolio and ranks #1243 among its holdings.

57 funds tracked by Wall St. Rank hold INVE as of Q2 2026.

Diversify Wealth Management held 10,643 shares of INVE Technologies, Inc. Common Stock worth $28.8K as of Q2 2026.
INVE Technologies, Inc. Common Stock was a new Diversify Wealth Management position in Q2 2026.
INVE Technologies, Inc. Common Stock made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1243 holding.
57 funds tracked by Wall St. Rank held INVE Technologies, Inc. Common Stock as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.