PrairieView Partners’s INNOVATE Corp VATE Stock Holding History

PrairieView Partners’s Portfolio VATE Stock Details VATE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$0	Hold	100	–	–	﹤0.01%	392
2025 Q1	$0	Hold	100	–	–	﹤0.01%	392
2024 Q4	$0	Hold	100	–	–	﹤0.01%	391
2024 Q3	$0	Hold	100	–	–	﹤0.01%	415
2024 Q2	$0	Hold	100	–	–	﹤0.01%	407
2024 Q1	$1K	Hold	100	–	–	﹤0.01%	382
2023 Q4	$1K	Hold	100	–	–	﹤0.01%	351
2023 Q3	$1K	Hold	100	–	–	﹤0.01%	371
2023 Q2	$1K	Hold	100	–	–	﹤0.01%	423
2023 Q1	$2K	Hold	100	–	–	﹤0.01%	384
2022 Q4	$1K	Hold	100	–	–	﹤0.01%	444
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	419
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	417
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	381
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	367
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	318
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	310
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	318
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	286
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	283
2020 Q2	$3K	Buy	+100	New	+$2.83K	﹤0.01%	272

Other funds holding VATE

WCM

Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

PrairieView Partners's VATE Position: Q2 2025 in Review

PrairieView Partners held its INNOVATE Corp (VATE) position steady in Q2 2025 at 100 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #392.

PrairieView Partners first reported a position in VATE in Q2 2020 and has held it in 21 quarters since. The position peaked at $4K in Q1 2022. 31 funds tracked by Wall St. Rank hold VATE as of Q2 2025.

PrairieView Partners held 100 shares of INNOVATE Corp worth $0 as of Q2 2025.
PrairieView Partners left its INNOVATE Corp share count unchanged in Q2 2025.
INNOVATE Corp made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #392 holding.
PrairieView Partners first reported a position in INNOVATE Corp in Q2 2020 and has held it in 21 quarters since.
PrairieView Partners's INNOVATE Corp position peaked at $4K in Q1 2022.
31 funds tracked by Wall St. Rank held INNOVATE Corp as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.