Creative Planning

Position in INVA — Innoviva, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in INVA

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,858,641

+$457,123 QoQ

Shares Held

79,770

+13.8% QoQ

Ownership

0.108%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.5365425598595963.ToString("F0")% Shared 0.ToString("F0")% None 99.4634574401404.ToString("F0")%

Healthcare · as of Mar 31, 2026

Creative Planning holds $360,319,340 across 212 Biotechnology names. INVA ranks #40 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRTX	Vertex Pharmaceuticals Inc / Ma	109,524	$48,906,846
2	REGN	Regeneron Pharmaceuticals, Inc.	40,152	$31,023,040
3	INSM	INSMED Inc	72,200	$11,806,143
4	EXEL	Exelixis, Inc.	234,142	$10,042,350
5	BBIO	BridgeBio Pharma, Inc.	119,661	$8,886,025
6	PCVX	Vaxcyte, Inc.	140,177	$8,145,685
7	ALNY	Alnylam Pharmaceuticals, Inc.	24,122	$7,981,245
8	INCY	Incyte Corp	80,874	$7,611,860

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,858,641	79,770	+13.8%	Shares	Sole	2026-05-12
2025-12-31	$1,401,518	70,111	+14.3%	Shares	Sole	2026-02-17
2025-09-30	$1,119,911	61,365	+0.8%	Shares	Sole	2025-11-14
2025-06-30	$1,223,561	60,904	+121.8%	Shares	Defined	2025-08-08
2025-03-31	$497,777	27,456	-3.9%	Shares	Sole	2025-05-15
2024-12-31	$495,446	28,556	+6.6%	Shares	Defined	2025-02-14
2024-09-30	$517,120	26,780	+21.1%	Shares	Defined	2024-10-11
2024-06-30	$362,620	22,111	+14.9%	Shares	Sole	2024-08-15
2024-03-31	$293,202	19,239	+1.4%	Shares	Sole	2024-05-13
2023-12-31	$304,246	18,968	+8.1%	Shares	Sole	2024-02-14
2023-09-30	$227,948	17,548	+9.1%	Shares	Sole	2023-11-16
2023-06-30	$204,838	16,091	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.