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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

INVX holding history

Innovex International, Inc. in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INVX overviewAll 13F holders of INVXFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of INVX by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−266,162−100.0%Sold outHolders
Q4 2025266,162$5.82M0.2%+266,162NewHolders
Q4 20220$00.0%−92,580−100.0%Sold outHolders
Q3 202292,580$1.81M0.1%−18,390−16.6%ReducedHolders
Q2 2022110,970$2.86M0.2%00.0%UnchangedHolders
Q1 2022110,970$4.14M0.3%−40,000−26.5%ReducedHolders
Q4 2021150,970$2.97M0.2%−149,980−49.8%ReducedHolders
Q3 2021300,950$7.58M0.6%00.0%UnchangedHolders
Q2 2021300,950$10.2M0.8%00.0%UnchangedHolders
Q1 2021300,950$10.0M0.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.