TWD
INV

True Wealth Design’s Innventure Inc INV Stock Holding History

True Wealth Design’s Portfolio INV Stock Details INV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$502 Sell
99
-19
-16% -$112 ﹤0.01% 2202
2026
Q1 		$462 Buy
+118
New +$417 ﹤0.01% 2086

Other funds holding INV

AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $668M AUM 45.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

True Wealth Design's INV Position: Q2 2026 in Review

True Wealth Design reduced its Innventure Inc (INV) stake by 16% in Q2 2026, selling an estimated $112 and leaving 99 shares worth $502. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

True Wealth Design first reported a position in INV in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold INV as of Q2 2026.

  • True Wealth Design held 99 shares of Innventure Inc worth $502 as of Q2 2026.
  • True Wealth Design sold 19 Innventure Inc shares in Q2 2026, an estimated $112.
  • Innventure Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2202 holding.
  • True Wealth Design first reported a position in Innventure Inc in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Innventure Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.