Wealth Enhancement Advisory Services
IVA

Wealth Enhancement Advisory Services’s Inventiva IVA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IVA Stock Details IVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$158K Buy
36,726
+10,041
+38% +$48.2K ﹤0.01% 3674
2026
Q1 		$146K Buy
26,685
+915
+4% +$5.58K ﹤0.01% 3236
2025
Q4 		$117K Hold
25,770
– – ﹤0.01% 3403
2025
Q3 		$142K Buy
25,770
+9,212
+56% +$40.2K ﹤0.01% 3255
2025
Q2 		$49.8K Buy
16,558
+5,843
+55% +$19.8K ﹤0.01% 3227
2025
Q1 		$31.5K Buy
+10,715
New +$28.1K ﹤0.01% 2882

Other funds holding IVA

SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Inventiva (IVA) stake by 38% in Q2 2026, buying an estimated $48.2K and bringing the position to 36,726 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #3674.

Wealth Enhancement Advisory Services first reported a position in IVA in Q1 2025 and has held it in 6 quarters since. 4 funds tracked by Wall St. Rank hold IVA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 36,726 shares of Inventiva worth $158K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,041 Inventiva shares in Q2 2026, an estimated $48.2K.
  • Inventiva made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3674 holding.
  • Wealth Enhancement Advisory Services first reported a position in Inventiva in Q1 2025 and has held it in 6 quarters since.
  • 4 funds tracked by Wall St. Rank held Inventiva as of Q2 2026.

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