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Innovex International shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Innovex International (INVX) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Innovex International

Tip: Access up to 7 years of quarterly data

All positions including Innovex International held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovex International by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 170k 21.87

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Apple Common Stock (AAPL)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares U S MF Closed and MF Open (DYNF)
Goldman Sachs MF Closed and MF Open (GSEW)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Series Trust MF Closed and MF Open (SPYM)
Vanguard Total MF Closed and MF Open (BND)
Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Innovex International

Brandes Investment Partners
BlackRock
Vanguard Group
Wellington Management Company
Dimensional Fund Advisors
GAMCO Asset Management
State Street Corporation
Geode Capital Management
MetLife Investment Advisors
Van Eck Associates Corp.
Neuberger Berman Group
Victory Capital Management
Investment Management Associates
William Blair Investment Management
SG Americas Securities

View all funds holding Innovex International