IFP Advisors
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IFP Advisors’s Innventure Inc INV Stock Holding History

IFP 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
Q3 		$426 Sell
743
-43
-5% -$102 ﹤0.01% 4716
2026
Q2 		$3.98K Sell
786
-7
-0.9% -$41 ﹤0.01% 3909
2026
Q1 		$3.1K Buy
+793
New +$2.8K ﹤0.01% 3788

Other funds holding INV

Abundance Wealth Counselors
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Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Redwood Family Wealth
Redwood Family Wealth Addison, Texas $113M AUM 24.54% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
WESPAC Advisors
WESPAC Advisors Orinda, California $198M AUM 35.33% 1-Year Est. Return

IFP Advisors's INV Position: Q3 2026 in Review

IFP Advisors reduced its Innventure Inc (INV) stake by 5.5% in Q3 2026, selling an estimated $102 and leaving 743 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #4716.

IFP Advisors first reported a position in INV in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.98K in Q2 2026. 21 funds tracked by Wall St. Rank hold INV as of Q3 2026.

  • IFP Advisors held 743 shares of Innventure Inc worth $426 as of Q3 2026.
  • IFP Advisors sold 43 Innventure Inc shares in Q3 2026, an estimated $102.
  • Innventure Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4716 holding.
  • IFP Advisors first reported a position in Innventure Inc in Q1 2026 and has held it in 3 quarters since.
  • IFP Advisors's Innventure Inc position peaked at $3.98K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Innventure Inc as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.