Kozak & Associates’s Innoviz Technologies INVZ Stock Holding History

Kozak & Associates’s Portfolio INVZ Stock Details INVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14K	Hold	1,499	–	–	﹤0.01%	376
2026 Q1	$1.03K	Hold	1,499	–	–	﹤0.01%	395
2025 Q4	$1.81K	Hold	1,499	–	–	﹤0.01%	368
2025 Q3	$1.99K	Hold	1,499	–	–	﹤0.01%	381
2025 Q2	$2.4K	Hold	1,499	–	–	﹤0.01%	340
2025 Q1	$929	Hold	1,499	–	–	﹤0.01%	390
2024 Q4	$2.61K	Hold	1,499	–	–	﹤0.01%	344
2024 Q3	$1.14K	Hold	1,499	–	–	﹤0.01%	348
2024 Q2	$1.37K	Hold	1,499	–	–	﹤0.01%	335
2024 Q1	$1.74K	Hold	1,499	–	–	﹤0.01%	334
2023 Q4	$2.79K	Hold	1,499	–	–	﹤0.01%	300
2023 Q3	$2.59K	Buy	1,499 +350	+30%	+$941	﹤0.01%	319
2023 Q2	$3.39K	Hold	1,149	–	–	﹤0.01%	284
2023 Q1	$4.02K	Hold	1,149	–	–	﹤0.01%	279
2022 Q4	$5K	Hold	1,149	–	–	﹤0.01%	267
2022 Q3	$5K	Hold	1,149	–	–	﹤0.01%	262
2022 Q2	$5K	Hold	1,149	–	–	﹤0.01%	286
2022 Q1	$4K	Hold	1,149	–	–	﹤0.01%	323
2021 Q4	$4K	Buy	+1,149	New	+$6.59K	﹤0.01%	323

Other funds holding INVZ

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

APW

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Kozak & Associates's INVZ Position: Q2 2026 in Review

Kozak & Associates held its Innoviz Technologies (INVZ) position steady in Q2 2026 at 1,499 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Kozak & Associates first reported a position in INVZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $5K in Q4 2022. 7 funds tracked by Wall St. Rank hold INVZ as of Q2 2026.

Kozak & Associates held 1,499 shares of Innoviz Technologies worth $1.14K as of Q2 2026.
Kozak & Associates left its Innoviz Technologies share count unchanged in Q2 2026.
Innoviz Technologies made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #376 holding.
Kozak & Associates first reported a position in Innoviz Technologies in Q4 2021 and has held it in 19 quarters since.
Kozak & Associates's Innoviz Technologies position peaked at $5K in Q4 2022.
7 funds tracked by Wall St. Rank held Innoviz Technologies as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.