Rothwell Investment Advisors, LLC’s Inovio Pharmaceuticals INO Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio INO Stock Details INO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5	Buy	+4	New	+$4	﹤0.01%	1131

Other funds holding INO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return

Rothwell Investment Advisors, LLC's INO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Inovio Pharmaceuticals (INO) in Q3 2026: 4 shares worth $5. The stake represents ﹤0.01% of the portfolio and ranks #1131 among its holdings.

43 funds tracked by Wall St. Rank hold INO as of Q3 2026.

Rothwell Investment Advisors, LLC held 4 shares of Inovio Pharmaceuticals worth $5 as of Q3 2026.
Inovio Pharmaceuticals was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Inovio Pharmaceuticals made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1131 holding.
43 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.