Greystone Financial Group’s Innoviz Technologies INVZ Stock Holding History

Greystone Financial Group’s Portfolio INVZ Stock Details INVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$76.1K	Buy	+100,000	New	+$68.4K	0.02%	74

Other funds holding INVZ

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

LFA

Lauterbach Financial Advisors El Paso, Texas $232M AUM 26.84% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CCA

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Greystone Financial Group's INVZ Position: Q2 2026 in Review

Greystone Financial Group opened a new position in Innoviz Technologies (INVZ) in Q2 2026: 100,000 shares worth $76.1K. The stake represents 0.02% of the portfolio and ranks #74 among its holdings.

19 funds tracked by Wall St. Rank hold INVZ as of Q2 2026.

Greystone Financial Group held 100,000 shares of Innoviz Technologies worth $76.1K as of Q2 2026.
Innoviz Technologies was a new Greystone Financial Group position in Q2 2026.
Innoviz Technologies made up 0.02% of Greystone Financial Group's portfolio in Q2 2026, its #74 holding.
19 funds tracked by Wall St. Rank held Innoviz Technologies as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.