IFP Advisors
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IFP Advisors’s Invivyd IVVD Stock Holding History

IFP Advisors’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$135 Buy
+155
New +$123 ﹤0.01% 4936
2025
Q2 		– Sell
-7
Closed -$4 – 4973
2025
Q1 		$4 Hold
7
– – ﹤0.01% 4269
2024
Q4 		$3 Buy
+7
New +$5 ﹤0.01% 4574
2021
Q4 		– Sell
-100
Closed -$4K – 3424
2021
Q3 		$4K Buy
+100
New +$3.71K ﹤0.01% 2638

Other funds holding IVVD

Miller Financial Services
Miller Financial Services Marshall, Michigan $132M AUM 10.64% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

IFP Advisors's IVVD Position: Q3 2026 in Review

IFP Advisors opened a new position in Invivyd (IVVD) in Q3 2026: 155 shares worth $135. The stake represents ﹤0.01% of the portfolio and ranks #4936 among its holdings. This is a return to the name: IFP Advisors previously reported a position in IVVD as recently as Q1 2025.

IFP Advisors first reported a position in IVVD in Q3 2021 and has held it in 4 quarters since. The position peaked at $4K in Q3 2021. 12 funds tracked by Wall St. Rank hold IVVD as of Q3 2026.

  • IFP Advisors held 155 shares of Invivyd worth $135 as of Q3 2026.
  • Invivyd was a new IFP Advisors position in Q3 2026.
  • Invivyd made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4936 holding.
  • IFP Advisors first reported a position in Invivyd in Q3 2021 and has held it in 4 quarters since.
  • IFP Advisors's Invivyd position peaked at $4K in Q3 2021.
  • 12 funds tracked by Wall St. Rank held Invivyd as of Q3 2026.

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