Wealth Enhancement Advisory Services
INVA icon

Wealth Enhancement Advisory Services’s Innoviva INVA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio INVA Stock Details INVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$372K Buy
16,729
+2,292
+16% +$52.5K ﹤0.01% 2984
2026
Q1 		$332K Buy
+14,437
New +$311K ﹤0.01% 2678

Other funds holding INVA

BlackRock
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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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Innoviva (INVA) stake by 16% in Q2 2026, buying an estimated $52.5K and bringing the position to 16,729 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #2984.

Wealth Enhancement Advisory Services first reported a position in INVA in Q1 2026 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold INVA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,729 shares of Innoviva worth $372K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,292 Innoviva shares in Q2 2026, an estimated $52.5K.
  • Innoviva made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2984 holding.
  • Wealth Enhancement Advisory Services first reported a position in Innoviva in Q1 2026 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held Innoviva as of Q2 2026.

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