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
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

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's INVX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Innovex International (INVX) stake by 5.2% in Q1 2026, buying an estimated $854 and bringing the position to 684 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Pinnacle Wealth Planning Services first reported a position in INVX in Q4 2020 and has held it in 3 quarters since. The position peaked at $33K in Q4 2020. 208 funds tracked by Wall St. Rank hold INVX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 684 shares of Innovex International worth $16.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 34 Innovex International shares in Q1 2026, an estimated $854.
  • Innovex International made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1784 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innovex International in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Innovex International position peaked at $33K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held Innovex International as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.