Wealth Enhancement Advisory Services
INV

Wealth Enhancement Advisory Services’s Innventure Inc INV Stock Holding History

Wealth Enhancement Advisory Services’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 		$127K Buy
25,434
+908
+4% +$5.34K ﹤0.01% 3741
2026
Q1 		$114K Buy
+24,526
New +$86.6K ﹤0.01% 3289

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
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Wealth Enhancement Advisory Services's INV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Innventure Inc (INV) stake by 3.7% in Q2 2026, buying an estimated $5.34K and bringing the position to 25,434 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #3741.

Wealth Enhancement Advisory Services first reported a position in INV in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold INV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 25,434 shares of Innventure Inc worth $127K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 908 Innventure Inc shares in Q2 2026, an estimated $5.34K.
  • Innventure Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3741 holding.
  • Wealth Enhancement Advisory Services first reported a position in Innventure Inc in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Innventure Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.