TPWA
INVX

Twin Peaks Wealth Advisors’s Innovex International INVX Stock Holding History

Twin Peaks Wealth Advisors’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
Q2 		– Sell
-35
Closed -$854 – 2321
2026
Q1 		$854 Buy
+35
New +$879 ﹤0.01% 1937
2025
Q3 		– Sell
-35
Closed -$565 – 2243
2025
Q2 		$565 Buy
+35
New +$538 ﹤0.01% 1887

Other funds holding INVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Twin Peaks Wealth Advisors's INVX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Innovex International (INVX) in Q2 2026, closing a stake of 35 shares — an estimated $854 sold.

Twin Peaks Wealth Advisors first reported a position in INVX in Q2 2025 and held it in 2 quarters. The position peaked at $854 in Q1 2026. 223 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Innovex International position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 35 Innovex International shares in Q2 2026, an estimated $854.
  • Twin Peaks Wealth Advisors first reported a position in Innovex International in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Innovex International position peaked at $854 in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.