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 Q3	$19.2K	Buy	710 +13	+2%	+$366	﹤0.01%	1799
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

ACPLP

Amberjack Capital Partners, L.P. Houston, Texas $480M AUM 45.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pinnacle Wealth Planning Services's INVX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Innovex International (INVX) stake by 1.9% in Q3 2026, buying an estimated $366 and bringing the position to 710 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Pinnacle Wealth Planning Services first reported a position in INVX in Q4 2020 and has held it in 5 quarters since. The position peaked at $33K in Q4 2020. 132 funds tracked by Wall St. Rank hold INVX as of Q3 2026.

Pinnacle Wealth Planning Services held 710 shares of Innovex International worth $19.2K as of Q3 2026.
Pinnacle Wealth Planning Services bought 13 Innovex International shares in Q3 2026, an estimated $366.
Innovex International made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1799 holding.
Pinnacle Wealth Planning Services first reported a position in Innovex International in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Innovex International position peaked at $33K in Q4 2020.
132 funds tracked by Wall St. Rank held Innovex International as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.