PWPS
INVX

Pinnacle Wealth Planning Services’s Innovex International INVX Stock Holding History

Pinnacle Wealth Planning Services’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 		$17.3K Buy
697
+13
+2% +$353 ﹤0.01% 1839
2026
Q1 		$16.7K Buy
684
+34
+5% +$854 ﹤0.01% 1784
2025
Q4 		$14.2K Buy
+650
New +$13.6K ﹤0.01% 1870
2021
Q1 		– Sell
-1,115
Closed -$33K – 2023
2020
Q4 		$33K Buy
+1,115
New +$31.7K 0.01% 970

Other funds holding INVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's INVX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Innovex International (INVX) stake by 1.9% in Q2 2026, buying an estimated $353 and bringing the position to 697 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Pinnacle Wealth Planning Services first reported a position in INVX in Q4 2020 and has held it in 4 quarters since. The position peaked at $33K in Q4 2020. 224 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 697 shares of Innovex International worth $17.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 13 Innovex International shares in Q2 2026, an estimated $353.
  • Innovex International made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1839 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innovex International in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Innovex International position peaked at $33K in Q4 2020.
  • 224 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.