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Innventure shares owned by WESPAC Advisors

Quarter-by-quarter ownership of Innventure (INV) shares owned by WESPAC Advisors from 13F filings

Historical chart of WESPAC Advisors investment in Innventure

Tip: Access up to 7 years of quarterly data

All positions including Innventure held by WESPAC Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innventure by WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $42k 10k 4.18

More positions owned by WESPAC Advisors

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Tec (XLK)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Pimco Etf Tr Multisector Bd (PYLD)
Merck & Co (MRK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Clo Etf (CLOI)
Vanguard Index Fds Growth Etf (VUG)

View all positions for WESPAC Advisors

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