EWA
INV

EverSource Wealth Advisors’s Innventure Inc INV Stock Holding History

EverSource Wealth Advisors’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 		$9.98K Sell
1,968
-171
-8% -$1K ﹤0.01% 2914
2026
Q1 		$8.36K Buy
+2,139
New +$7.56K ﹤0.01% 3011

Other funds holding INV

AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
QFA
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
OWP
ORG Wealth Partners Dallas, Texas $646M AUM 46.54% 1-Year Est. Return

EverSource Wealth Advisors's INV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Innventure Inc (INV) stake by 8% in Q2 2026, selling an estimated $1K and leaving 1,968 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2914.

EverSource Wealth Advisors first reported a position in INV in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold INV as of Q2 2026.

  • EverSource Wealth Advisors held 1,968 shares of Innventure Inc worth $9.98K as of Q2 2026.
  • EverSource Wealth Advisors sold 171 Innventure Inc shares in Q2 2026, an estimated $1K.
  • Innventure Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2914 holding.
  • EverSource Wealth Advisors first reported a position in Innventure Inc in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Innventure Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.