Innova Wealth Partners’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$263K Buy
978
+38
+4% +$9.26K 0.11% 144
2026
Q1
$205K Hold
940
0.1% 152
2025
Q4
$226K Buy
+940
New +$210K 0.11% 133

Other funds holding AIZ

Innova Wealth Partners's AIZ Position: Q2 2026 in Review

Innova Wealth Partners increased its Assurant (AIZ) stake by 4% in Q2 2026, buying an estimated $9.26K and bringing the position to 978 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #144.

Innova Wealth Partners first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Innova Wealth Partners held 978 shares of Assurant worth $263K as of Q2 2026.
  • Innova Wealth Partners bought 38 Assurant shares in Q2 2026, an estimated $9.26K.
  • Assurant made up 0.11% of Innova Wealth Partners's portfolio in Q2 2026, its #144 holding.
  • Innova Wealth Partners first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.