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WMG Financial Advisors’s Innoviz Technologies INVZ Stock Holding History

WMG Financial Advisors’s Portfolio INVZ Stock Details INVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44K Buy
57,850
+13,000
+29% +$8.89K 0.02% 104
2026
Q1 		$28.4K Buy
+44,850
New +$41K 0.01% 100
2025
Q4 		– Sell
-36,117
Closed -$73.7K – 155
2025
Q3 		$73.7K Buy
36,117
+15,117
+72% +$25.8K 0.02% 210
2025
Q2 		$34.4K Buy
+21,000
New +$18.3K 0.01% 191

Other funds holding INVZ

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
GFG
Greystone Financial Group Bloomfield Hills, Michigan $358M AUM 24.1% 1-Year Est. Return
LFA
Lauterbach Financial Advisors El Paso, Texas $232M AUM 26.84% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

WMG Financial Advisors's INVZ Position: Q2 2026 in Review

WMG Financial Advisors increased its Innoviz Technologies (INVZ) stake by 29% in Q2 2026, buying an estimated $8.89K and bringing the position to 57,850 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #104.

WMG Financial Advisors first reported a position in INVZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $73.7K in Q3 2025. 19 funds tracked by Wall St. Rank hold INVZ as of Q2 2026.

  • WMG Financial Advisors held 57,850 shares of Innoviz Technologies worth $44K as of Q2 2026.
  • WMG Financial Advisors bought 13,000 Innoviz Technologies shares in Q2 2026, an estimated $8.89K.
  • Innoviz Technologies made up 0.02% of WMG Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • WMG Financial Advisors first reported a position in Innoviz Technologies in Q2 2025 and has held it in 4 quarters since.
  • WMG Financial Advisors's Innoviz Technologies position peaked at $73.7K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Innoviz Technologies as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.