EWA
INVX

EverSource Wealth Advisors’s Innovex International INVX Stock Holding History

EverSource Wealth Advisors’s Portfolio INVX Stock Details INVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.02K Sell
162
-665
-80% -$18.1K ﹤0.01% 3394
2026
Q1 		$20.2K Buy
827
+87
+12% +$2.18K ﹤0.01% 2500
2025
Q4 		$16.2K Buy
740
+377
+104% +$7.87K ﹤0.01% 2523
2025
Q3 		$6.73K Buy
363
+138
+61% +$2.3K ﹤0.01% 3015
2025
Q2 		$3.52K Buy
225
+67
+42% +$1.03K ﹤0.01% 3303
2025
Q1 		$2.84K Buy
158
+26
+20% +$442 ﹤0.01% 2758
2024
Q4 		$1.84K Sell
132
-1
-0.8% -$15 ﹤0.01% 2749
2024
Q3 		$1.95K Buy
133
+33
+33% +$530 ﹤0.01% 2561
2024
Q2 		$1.73K Sell
100
-170
-63% -$3.3K ﹤0.01% 2599
2024
Q1 		$4.91K Buy
270
+90
+50% +$1.97K ﹤0.01% 2063
2023
Q4 		$4.19K Sell
180
-336
-65% -$7.89K ﹤0.01% 1923
2023
Q3 		$14.5K Sell
516
-98
-16% -$2.66K ﹤0.01% 1251
2023
Q2 		$14.3K Hold
614
– – ﹤0.01% 1289
2023
Q1 		$17.6K Sell
614
-292
-32% -$8.65K ﹤0.01% 1127
2022
Q4 		$24.6K Sell
906
-333
-27% -$7.93K ﹤0.01% 1000
2022
Q3 		$24K Hold
1,239
– – 0.01% 850
2022
Q2 		$32K Hold
1,239
– – 0.01% 716
2022
Q1 		$46K Sell
1,239
-17
-1% -$488 0.01% 484
2021
Q4 		$25K Buy
+1,256
New +$27.7K 0.01% 604

Other funds holding INVX

IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Innovex International (INVX) stake by 80% in Q2 2026, selling an estimated $18.1K and leaving 162 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3394.

EverSource Wealth Advisors first reported a position in INVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $46K in Q1 2022. 67 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • EverSource Wealth Advisors held 162 shares of Innovex International worth $4.02K as of Q2 2026.
  • EverSource Wealth Advisors sold 665 Innovex International shares in Q2 2026, an estimated $18.1K.
  • Innovex International made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3394 holding.
  • EverSource Wealth Advisors first reported a position in Innovex International in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Innovex International position peaked at $46K in Q1 2022.
  • 67 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

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