IFP Advisors’s Innovex International INVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $248 | Sell |
10
-16
| -62% | -$435 | ﹤0.01% | 4820 |
|
|
2026
Q1 | $634 | Hold |
26
| – | – | ﹤0.01% | 4361 |
|
|
2025
Q4 | $569 | Buy |
26
+4
| +18% | +$83 | ﹤0.01% | 4252 |
|
|
2025
Q3 | $408 | Buy |
+22
| New | +$366 | ﹤0.01% | 4240 |
|
|
2025
Q2 | – | Sell |
-11
| Closed | -$169 | – | 4188 |
|
|
2025
Q1 | $198 | Hold |
11
| – | – | ﹤0.01% | 3675 |
|
|
2024
Q4 | $154 | Buy |
+11
| New | +$165 | ﹤0.01% | 3862 |
|
|
2024
Q1 | – | Sell |
-49
| Closed | -$1.14K | – | 3257 |
|
|
2023
Q4 | $1.14K | Hold |
49
| – | – | ﹤0.01% | 2791 |
|
|
2023
Q3 | $1.38K | Hold |
49
| – | – | ﹤0.01% | 2929 |
|
|
2023
Q2 | $1.14K | Hold |
49
| – | – | ﹤0.01% | 3053 |
|
|
2023
Q1 | $3.41K | Sell |
49
-592
| -92% | -$17.5K | ﹤0.01% | 2714 |
|
|
2022
Q4 | $45K | Hold |
641
| – | – | ﹤0.01% | 2321 |
|
|
2022
Q3 | $45K | Buy |
641
+3
| +0.5% | +$70 | ﹤0.01% | 2453 |
|
|
2022
Q2 | $45K | Hold |
638
| – | – | ﹤0.01% | 2240 |
|
|
2022
Q1 | $45K | Buy |
638
+589
| +1,202% | +$16.9K | ﹤0.01% | 2240 |
|
|
2021
Q4 | $1K | Hold |
49
| – | – | ﹤0.01% | 3152 |
|
|
2021
Q3 | $1K | Hold |
49
| – | – | ﹤0.01% | 3164 |
|
|
2021
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 2798 |
|
|
2021
Q1 | $2K | Sell |
49
-985
| -95% | -$33.8K | ﹤0.01% | 2730 |
|
|
2020
Q4 | $28K | Hold |
1,034
| – | – | ﹤0.01% | 1674 |
|
|
2020
Q3 | $25K | Hold |
1,034
| – | – | ﹤0.01% | 1569 |
|
|
2020
Q2 | $28K | Sell |
1,034
-7
| -0.7% | -$215 | ﹤0.01% | 1456 |
|
|
2020
Q1 | $29K | Hold |
1,041
| – | – | ﹤0.01% | 1353 |
|
|
2019
Q4 | $47K | Buy |
1,041
+12
| +1% | +$549 | ﹤0.01% | 1290 |
|
|
2019
Q3 | $53K | Buy |
+1,029
| New | +$50.2K | ﹤0.01% | 1347 |
|
|
2019
Q1 | – | Sell |
-808
| Closed | -$24K | – | 3523 |
|
|
2018
Q4 | $24K | Sell |
808
-29
| -3% | -$1.17K | ﹤0.01% | 2030 |
|
|
2018
Q3 | $44K | Hold |
837
| – | – | ﹤0.01% | 1969 |
|
|
2018
Q2 | $43K | Sell |
837
-144
| -15% | -$6.71K | ﹤0.01% | 2020 |
|
|
2018
Q1 | $47K | Hold |
981
| – | – | ﹤0.01% | 1858 |
|
|
2017
Q4 | $47K | Sell |
981
-4
| -0.4% | -$179 | ﹤0.01% | 1876 |
|
|
2017
Q3 | $43K | Sell |
985
-536
| -35% | -$23.3K | ﹤0.01% | 2083 |
|
|
2017
Q2 | $74K | Buy |
1,521
+15
| +1% | +$774 | ﹤0.01% | 1710 |
|
|
2017
Q1 | $82K | Buy |
1,506
+602
| +67% | +$36K | ﹤0.01% | 1634 |
|
|
2016
Q4 | $54K | Buy |
904
+712
| +371% | +$39.6K | ﹤0.01% | 1841 |
|
|
2016
Q3 | $11K | Buy |
192
+77
| +67% | +$4.29K | ﹤0.01% | 2786 |
|
|
2016
Q2 | $7K | Buy |
+115
| New | +$6.95K | ﹤0.01% | 2970 |
|
|
2016
Q1 | – | Sell |
-115
| Closed | -$7K | – | 3507 |
|
|
2015
Q4 | $7K | Buy |
+115
| New | +$7.13K | ﹤0.01% | 2794 |
|
Other funds holding INVX
BIP
DCM
GI
IFP Advisors's INVX Position: Q2 2026 in Review
IFP Advisors reduced its Innovex International (INVX) stake by 62% in Q2 2026, selling an estimated $435 and leaving 10 shares worth $248. The position accounts for ﹤0.01% of the portfolio, ranked #4820.
IFP Advisors first reported a position in INVX in Q4 2015 and has held it in 36 quarters since. The position peaked at $82K in Q1 2017. 223 funds tracked by Wall St. Rank hold INVX as of Q2 2026.
- IFP Advisors held 10 shares of Innovex International worth $248 as of Q2 2026.
- IFP Advisors sold 16 Innovex International shares in Q2 2026, an estimated $435.
- Innovex International made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4820 holding.
- IFP Advisors first reported a position in Innovex International in Q4 2015 and has held it in 36 quarters since.
- IFP Advisors's Innovex International position peaked at $82K in Q1 2017.
- 223 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.