Physician Wealth Advisors’s Innovex International INVX Stock Holding History

Physician Wealth Advisors’s Portfolio INVX Stock Details INVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08K	Hold	43	–	–	﹤0.01%	1804
2026 Q1	$1.06K	Hold	43	–	–	﹤0.01%	1652
2025 Q4	$949	Hold	43	–	–	﹤0.01%	1654
2025 Q3	$804	Hold	43	–	–	﹤0.01%	1686
2025 Q2	$678	Buy	+43	New	+$661	﹤0.01%	1620

Other funds holding INVX

IMA

Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Physician Wealth Advisors held its Innovex International (INVX) position steady in Q2 2026 at 43 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Physician Wealth Advisors first reported a position in INVX in Q2 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

Physician Wealth Advisors held 43 shares of Innovex International worth $1.08K as of Q2 2026.
Physician Wealth Advisors left its Innovex International share count unchanged in Q2 2026.
Innovex International made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1804 holding.
Physician Wealth Advisors first reported a position in Innovex International in Q2 2025 and has held it in 5 quarters since.
48 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

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