Integrated Wealth Concepts’s InnovAge Holding INNV Stock Holding History

Integrated Wealth Concepts’s Portfolio INNV Stock Details INNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.45K	Buy	+460	New	+$3.77K	﹤0.01%	4929

Other funds holding INNV

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Integrated Wealth Concepts's INNV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in InnovAge Holding (INNV) in Q2 2026: 460 shares worth $5.45K. The stake represents ﹤0.01% of the portfolio and ranks #4929 among its holdings.

107 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

Integrated Wealth Concepts held 460 shares of InnovAge Holding worth $5.45K as of Q2 2026.
InnovAge Holding was a new Integrated Wealth Concepts position in Q2 2026.
InnovAge Holding made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4929 holding.
107 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.