IFP Advisors’s InnovAge Holding INNV Stock Holding History

IFP Advisors’s Portfolio INNV Stock Details INNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47	Hold	4	–	–	﹤0.01%	5028
2026 Q1	$32	Sell	4 -2	-33%	-$15	﹤0.01%	4882
2025 Q4	$31	Buy	6 +1	+20%	+$5	﹤0.01%	4761
2025 Q3	$26	Buy	+5	New	+$20	﹤0.01%	4735
2025 Q2	–	Sell	-7	Closed	-$25	–	4843
2025 Q1	$21	Hold	7	–	–	﹤0.01%	4162
2024 Q4	$28	Buy	+7	New	+$36	﹤0.01%	4398

Other funds holding INNV

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

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

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

IFP Advisors's INNV Position: Q2 2026 in Review

IFP Advisors held its InnovAge Holding (INNV) position steady in Q2 2026 at 4 shares worth $47. The position accounts for ﹤0.01% of the portfolio, ranked #5028.

IFP Advisors first reported a position in INNV in Q4 2024 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

IFP Advisors held 4 shares of InnovAge Holding worth $47 as of Q2 2026.
IFP Advisors left its InnovAge Holding share count unchanged in Q2 2026.
InnovAge Holding made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5028 holding.
IFP Advisors first reported a position in InnovAge Holding in Q4 2024 and has held it in 6 quarters since.
6 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.