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NA
INVN
NWM Advisors’s
Alger Russell Innovation ETF
INVN
Stock Holding History
NWM 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
Q1
$3.24M
Sell
173,108
-83,963
-33%
-$1.67M
2.95%
12
2025
Q4
$5.56M
Buy
+257,071
New
+$5.46M
4.84%
4
Other funds holding INVN
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
WFAG
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Charlotte, North Carolina
$229M AUM
20.14%
1-Year Est. Return
CCM
CFO Capital Management
Fairfield, Connecticut
$121M AUM
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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