FFA
INV

Farther Finance Advisors’s Innventure Inc INV Stock Holding History

Farther Finance 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 		$122K Buy
24,122
+2,362
+11% +$13.9K ﹤0.01% 2566
2026
Q1 		$93.1K Buy
21,760
+16,760
+335% +$59.2K ﹤0.01% 2564
2025
Q4 		$20.9K Buy
+5,000
New +$21K ﹤0.01% 3410

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
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 $668M AUM 45.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Farther Finance Advisors's INV Position: Q2 2026 in Review

Farther Finance Advisors increased its Innventure Inc (INV) stake by 11% in Q2 2026, buying an estimated $13.9K and bringing the position to 24,122 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

Farther Finance Advisors first reported a position in INV in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold INV as of Q2 2026.

  • Farther Finance Advisors held 24,122 shares of Innventure Inc worth $122K as of Q2 2026.
  • Farther Finance Advisors bought 2,362 Innventure Inc shares in Q2 2026, an estimated $13.9K.
  • Innventure Inc made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2566 holding.
  • Farther Finance Advisors first reported a position in Innventure Inc in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Innventure Inc as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.