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Innventure shares owned by Fortress Wealth Group

Quarter-by-quarter ownership of Innventure (INV) shares owned by Fortress Wealth Group from 13F filings

Historical chart of Fortress Wealth Group investment in Innventure

Tip: Access up to 7 years of quarterly data

All positions including Innventure held by Fortress Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innventure by Fortress Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $421k 144k 2.93
2025-06-30 $711k 144k 4.95
2025-03-31 $64k 14k 4.48

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr TRS FLT RT BD (TFLO)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Fortress Wealth Group

Top funds holding Innventure

Pnc Financial Services
Vanguard Group
Abundance Wealth Counselors
BlackRock
Belpointe Asset Management
Geode Capital Management
Charles Schwab Investment Management
Mariner Wealth Advisors
Fortress Wealth Group
State Street Corporation
CastleKnight Management
UBS Group
Cresset Asset Management
Angeles Wealth Management
Bridgeway Capital Management

View all funds holding Innventure