FP
INV icon

Fiduciary Planning’s Innventure Inc INV Stock Holding History

Fiduciary Planning’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
Q3 		– Sell
-22,000
Closed -$112K – 84
2026
Q2 		$112K Buy
+22,000
New +$129K 0.03% 80

Other funds holding INV

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Fiduciary Planning's INV Position: Q3 2026 in Review

Fiduciary Planning sold out of Innventure Inc (INV) in Q3 2026, closing a stake of 22,000 shares — an estimated $112K sold.

Fiduciary Planning first reported a position in INV in Q2 2026 and held it in 1 quarter. The position peaked at $112K in Q2 2026. 6 funds tracked by Wall St. Rank hold INV as of Q3 2026.

  • Fiduciary Planning reported no remaining Innventure Inc position as of Q3 2026 after selling out during the quarter.
  • Fiduciary Planning sold 22,000 Innventure Inc shares in Q3 2026, an estimated $112K.
  • Fiduciary Planning first reported a position in Innventure Inc in Q2 2026 and held it in 1 quarter.
  • Fiduciary Planning's Innventure Inc position peaked at $112K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Innventure Inc as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.