GWN SECURITIES INC.

Broker-Dealer

Position in INNV — InnovAge Holding Corp.

CIK 1265905 Palm Beach Gardens, FL

Position in INNV

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$535,567

+$238,788 QoQ

Shares Held

66,779

+16.8% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

GWN SECURITIES INC. holds $1,286,487 across 3 Medical Care Facilities names. INNV ranks #1 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INNV	InnovAge Holding Corp. This page	66,779	$535,567
2	HCA	HCA Healthcare, Inc.	824	$389,949
3	AUNA	Auna S.A.	65,512	$360,971

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$535,567	66,779	+16.8%	Shares	Sole	2026-05-15
2025-12-31	$296,779	57,183	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.