Embree Financial Group’s Innventure Inc INV Stock Holding History

Embree Financial Group’s Portfolio INV Stock Details INV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.1K	Buy	+8,500	New	+$50K	﹤0.01%	285

Other funds holding INV

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Embree Financial Group's INV Position: Q2 2026 in Review

Embree Financial Group opened a new position in Innventure Inc (INV) in Q2 2026: 8,500 shares worth $43.1K. The stake represents ﹤0.01% of the portfolio and ranks #285 among its holdings.

11 funds tracked by Wall St. Rank hold INV as of Q2 2026.

Embree Financial Group held 8,500 shares of Innventure Inc worth $43.1K as of Q2 2026.
Innventure Inc was a new Embree Financial Group position in Q2 2026.
Innventure Inc made up ﹤0.01% of Embree Financial Group's portfolio in Q2 2026, its #285 holding.
11 funds tracked by Wall St. Rank held Innventure Inc as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.