Farther Finance Advisors’s Innovex International INVX Stock Holding History

Farther Finance 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 Q3	$13.6K	Sell	504 -588	-54%	-$16.6K	﹤0.01%	4433
2026 Q2	$27.1K	Buy	1,092 +630	+136%	+$17.1K	﹤0.01%	3742
2026 Q1	$11.2K	Buy	462 +141	+44%	+$3.54K	﹤0.01%	4029
2025 Q4	$7.02K	Buy	321 +305	+1,906%	+$6.36K	﹤0.01%	4139
2025 Q3	$297	Buy	+16	New	+$266	﹤0.01%	4642
2024 Q4	–	Sell	-500	Closed	-$7.34K	–	4171
2024 Q3	$7.34K	Hold	500	–	–	﹤0.01%	2491
2024 Q2	$9.11K	Hold	500	–	–	﹤0.01%	2122
2024 Q1	$11.6K	Sell	500 -4	-0.8%	-$87	﹤0.01%	1701
2023 Q4	$11.7K	Buy	+504	New	+$11.8K	﹤0.01%	1548

Other funds holding INVX

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's INVX Position: Q3 2026 in Review

Farther Finance Advisors reduced its Innovex International (INVX) stake by 54% in Q3 2026, selling an estimated $16.6K and leaving 504 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4433.

Farther Finance Advisors first reported a position in INVX in Q4 2023 and has held it in 9 quarters since. The position peaked at $27.1K in Q2 2026. 8 funds tracked by Wall St. Rank hold INVX as of Q3 2026.

Farther Finance Advisors held 504 shares of Innovex International worth $13.6K as of Q3 2026.
Farther Finance Advisors sold 588 Innovex International shares in Q3 2026, an estimated $16.6K.
Innovex International made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4433 holding.
Farther Finance Advisors first reported a position in Innovex International in Q4 2023 and has held it in 9 quarters since.
Farther Finance Advisors's Innovex International position peaked at $27.1K in Q2 2026.
8 funds tracked by Wall St. Rank held Innovex International as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.