Innova Wealth Partners’s Main Street Capital MAIN Stock Holding History

Innova Wealth Partners’s Portfolio MAIN Stock Details MAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$419K	Sell	8,082 -144	-2%	-$7.59K	0.17%	101
2026 Q1	$436K	Sell	8,226 -21	-0.3%	-$1.24K	0.21%	83
2025 Q4	$498K	Buy	8,247 +4	+0%	+$236	0.25%	66
2025 Q3	$524K	Buy	8,243 +3	+0%	+$194	0.28%	63
2025 Q2	$487K	Sell	8,240 -97	-1%	-$5.36K	0.29%	52
2025 Q1	$472K	Sell	8,337 -148	-2%	-$8.8K	0.29%	54
2024 Q4	$497K	Buy	+8,485	New	+$452K	0.31%	48
2024 Q3	–	Sell	-7,411	Closed	-$374K	–	112
2024 Q2	$374K	Buy	7,411 +977	+15%	+$47.7K	0.27%	56
2024 Q1	$304K	Buy	+6,434	New	+$291K	0.24%	58

Other funds holding MAIN

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

BFAI

Bridgelight Financial Advisors, Inc. Shelton, Connecticut $146M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Innova Wealth Partners reduced its Main Street Capital (MAIN) stake by 1.8% in Q2 2026, selling an estimated $7.59K and leaving 8,082 shares worth $419K. The position accounts for 0.17% of the portfolio, ranked #101.

Innova Wealth Partners first reported a position in MAIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $524K in Q3 2025. 145 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Innova Wealth Partners held 8,082 shares of Main Street Capital worth $419K as of Q2 2026.
Innova Wealth Partners sold 144 Main Street Capital shares in Q2 2026, an estimated $7.59K.
Main Street Capital made up 0.17% of Innova Wealth Partners's portfolio in Q2 2026, its #101 holding.
Innova Wealth Partners first reported a position in Main Street Capital in Q1 2024 and has held it in 9 quarters since.
Innova Wealth Partners's Main Street Capital position peaked at $524K in Q3 2025.
145 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

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