Raymond James Financial
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Raymond James Financial’s INVE Technologies, Inc. Common Stock INVE Stock Holding History

Raymond James Financial’s Portfolio INVE Stock Details INVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,000
Closed -$37K – 5489
2026
Q1 		$37K Hold
10,000
– – ﹤0.01% 5151
2025
Q4 		$38.4K Hold
10,000
– – ﹤0.01% 5029
2025
Q3 		$34.5K Hold
10,000
– – ﹤0.01% 4863
2025
Q2 		$32.6K Hold
10,000
– – ﹤0.01% 5370
2025
Q1 		$31.9K Hold
10,000
– – ﹤0.01% 4679
2024
Q4 		$36.6K Buy
+10,000
New +$37.5K ﹤0.01% 4652

Other funds holding INVE

BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raymond James Financial's INVE Position: Q2 2026 in Review

Raymond James Financial sold out of INVE Technologies, Inc. Common Stock (INVE) in Q2 2026, closing a stake of 10,000 shares — an estimated $37K sold.

Raymond James Financial first reported a position in INVE in Q4 2024 and held it in 6 quarters. The position peaked at $38.4K in Q4 2025. 57 funds tracked by Wall St. Rank hold INVE as of Q2 2026.

  • Raymond James Financial reported no remaining INVE Technologies, Inc. Common Stock position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 10,000 INVE Technologies, Inc. Common Stock shares in Q2 2026, an estimated $37K.
  • Raymond James Financial first reported a position in INVE Technologies, Inc. Common Stock in Q4 2024 and held it in 6 quarters.
  • Raymond James Financial's INVE Technologies, Inc. Common Stock position peaked at $38.4K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held INVE Technologies, Inc. Common Stock as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.