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Spire Wealth Management’s Innoviz Technologies INVZ Stock Holding History

Spire Wealth Management’s Portfolio INVZ Stock Details INVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52K Sell
2,003
-5
-0.2% -$3 ﹤0.01% 2060
2026
Q1 		$1.26K Buy
2,008
+1
+0% +$1 ﹤0.01% 2108
2025
Q4 		$1.71K Buy
2,007
+7
+0.4% +$11 ﹤0.01% 2124
2025
Q3 		$4.08K Hold
2,000
– – ﹤0.01% 2008
2025
Q2 		$3.28K Sell
2,000
-6
-0.3% -$5 ﹤0.01% 2061
2025
Q1 		$1.3K Buy
2,006
+1,006
+101% +$1.16K ﹤0.01% 2344
2024
Q4 		$1.68K Buy
+1,000
New +$826 ﹤0.01% 2282
2023
Q4 		– Sell
-5,000
Closed -$9.75K – 2414
2023
Q3 		$9.75K Hold
5,000
– – ﹤0.01% 1739
2023
Q2 		$14.2K Buy
5,000
+1,000
+25% +$2.76K ﹤0.01% 1706
2023
Q1 		$14K Buy
+4,000
New +$17.7K ﹤0.01% 1738
2022
Q3 		– Sell
-400
Closed -$2K – 2386
2022
Q2 		$2K Buy
+400
New +$1.56K ﹤0.01% 2361

Other funds holding INVZ

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Spire Wealth Management's INVZ Position: Q2 2026 in Review

Spire Wealth Management reduced its Innoviz Technologies (INVZ) stake by 0.25% in Q2 2026, selling an estimated $3 and leaving 2,003 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Spire Wealth Management first reported a position in INVZ in Q2 2022 and has held it in 11 quarters since. The position peaked at $14.2K in Q2 2023. 7 funds tracked by Wall St. Rank hold INVZ as of Q2 2026.

  • Spire Wealth Management held 2,003 shares of Innoviz Technologies worth $1.52K as of Q2 2026.
  • Spire Wealth Management sold 5 Innoviz Technologies shares in Q2 2026, an estimated $3.
  • Innoviz Technologies made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2060 holding.
  • Spire Wealth Management first reported a position in Innoviz Technologies in Q2 2022 and has held it in 11 quarters since.
  • Spire Wealth Management's Innoviz Technologies position peaked at $14.2K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Innoviz Technologies as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.