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Physician Wealth Advisors’s Innoviva INVA Stock Holding History

Physician Wealth Advisors’s Portfolio INVA Stock Details INVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-56
Closed -$1.3K – 2395
2026
Q1 		$1.3K Buy
56
+27
+93% +$582 ﹤0.01% 1537
2025
Q4 		$580 Buy
+29
New +$566 ﹤0.01% 1803
2025
Q3 		– Sell
-90
Closed -$1.81K – 1970
2025
Q2 		$1.81K Buy
+90
New +$1.73K ﹤0.01% 1085

Other funds holding INVA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Physician Wealth Advisors's INVA Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Innoviva (INVA) in Q2 2026, closing a stake of 56 shares — an estimated $1.3K sold.

Physician Wealth Advisors first reported a position in INVA in Q2 2025 and held it in 3 quarters. The position peaked at $1.81K in Q2 2025. 80 funds tracked by Wall St. Rank hold INVA as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Innoviva position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 56 Innoviva shares in Q2 2026, an estimated $1.3K.
  • Physician Wealth Advisors first reported a position in Innoviva in Q2 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Innoviva position peaked at $1.81K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Innoviva as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.