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Lauterbach Financial Advisors’s Innoviz Technologies INVZ Stock Holding History

Lauterbach Financial Advisors’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 		$17K Hold
22,270
– – 0.01% 87
2026
Q1 		$14.1K Sell
22,270
-10,000
-31% -$9.14K 0.01% 79
2025
Q4 		$27.5K Hold
32,270
– – 0.01% 80
2025
Q3 		$65.8K Hold
32,270
– – 0.03% 83
2025
Q2 		$52.9K Hold
32,270
– – 0.03% 80
2025
Q1 		$21K Sell
32,270
-7,500
-19% -$8.67K 0.01% 73
2024
Q4 		$66.8K Hold
39,770
– – 0.04% 73
2024
Q3 		$32.9K Hold
39,770
– – 0.02% 69
2024
Q2 		$28K Hold
39,770
– – 0.02% 64
2024
Q1 		$53.7K Buy
39,770
+4,000
+11% +$6.72K 0.04% 66
2023
Q4 		$90.5K Hold
35,770
– – 0.06% 67
2023
Q3 		$69.8K Hold
35,770
– – 0.05% 59
2023
Q2 		$102K Buy
35,770
+3,860
+12% +$10.7K 0.08% 61
2023
Q1 		$112K Hold
31,910
– – 0.09% 60
2022
Q4 		$125K Hold
31,910
– – 0.11% 53
2022
Q3 		$166K Hold
31,910
– – 0.17% 48
2022
Q2 		$125K Sell
31,910
-6,800
-18% -$26.5K 0.12% 47
2022
Q1 		$140K Buy
38,710
+15,710
+68% +$62.8K 0.13% 50
2021
Q4 		$146K Buy
+23,000
New +$132K 0.13% 53

Other funds holding INVZ

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
GFG
Greystone Financial Group Bloomfield Hills, Michigan $358M AUM 24.1% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
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

Lauterbach Financial Advisors's INVZ Position: Q2 2026 in Review

Lauterbach Financial Advisors held its Innoviz Technologies (INVZ) position steady in Q2 2026 at 22,270 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #87.

Lauterbach Financial Advisors first reported a position in INVZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $166K in Q3 2022. 19 funds tracked by Wall St. Rank hold INVZ as of Q2 2026.

  • Lauterbach Financial Advisors held 22,270 shares of Innoviz Technologies worth $17K as of Q2 2026.
  • Lauterbach Financial Advisors left its Innoviz Technologies share count unchanged in Q2 2026.
  • Innoviz Technologies made up 0.01% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • Lauterbach Financial Advisors first reported a position in Innoviz Technologies in Q4 2021 and has held it in 19 quarters since.
  • Lauterbach Financial Advisors's Innoviz Technologies position peaked at $166K in Q3 2022.
  • 19 funds tracked by Wall St. Rank held Innoviz Technologies as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.