MA
INVN

MONECO Advisors’s Alger Russell Innovation ETF INVN Stock Holding History

MONECO Advisors’s Portfolio INVN Stock Details INVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$296K Buy
+13,814
New +$281K 0.02% 476

Other funds holding INVN

NA
NWM Advisors San Luis Obispo, California $127M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MONECO Advisors's INVN Position: Q2 2026 in Review

MONECO Advisors opened a new position in Alger Russell Innovation ETF (INVN) in Q2 2026: 13,814 shares worth $296K. The stake represents 0.02% of the portfolio and ranks #476 among its holdings.

7 funds tracked by Wall St. Rank hold INVN as of Q2 2026.

  • MONECO Advisors held 13,814 shares of Alger Russell Innovation ETF worth $296K as of Q2 2026.
  • Alger Russell Innovation ETF was a new MONECO Advisors position in Q2 2026.
  • Alger Russell Innovation ETF made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #476 holding.
  • 7 funds tracked by Wall St. Rank held Alger Russell Innovation ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.