Activest Wealth Management
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Activest Wealth Management’s Liquidia Corp LQDA Stock Holding History

Activest Wealth Management’s Portfolio LQDA Stock Details LQDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.7K Hold
486
– – ﹤0.01% 513
2026
Q2 		$38.7K Hold
486
– – 0.01% 315
2026
Q1 		$18.3K Hold
486
– – ﹤0.01% 544
2025
Q4 		$16.8K Hold
486
– – ﹤0.01% 553
2025
Q3 		$11.1K Hold
486
– – ﹤0.01% 484
2025
Q2 		$6.06K Hold
486
– – ﹤0.01% 518
2025
Q1 		$7.17K Hold
486
– – ﹤0.01% 457
2024
Q4 		$5.72K Hold
486
– – ﹤0.01% 363
2024
Q3 		$4.86K Buy
+486
New +$5.31K ﹤0.01% 364

Other funds holding LQDA

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Purewater Capital
Purewater Capital Fort Worth, Texas $128M AUM
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Activest Wealth Management's LQDA Position: Q3 2026 in Review

Activest Wealth Management held its Liquidia Corp (LQDA) position steady in Q3 2026 at 486 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Activest Wealth Management first reported a position in LQDA in Q3 2024 and has held it in 9 quarters since. The position peaked at $38.7K in Q2 2026. 86 funds tracked by Wall St. Rank hold LQDA as of Q3 2026.

  • Activest Wealth Management held 486 shares of Liquidia Corp worth $14.7K as of Q3 2026.
  • Activest Wealth Management left its Liquidia Corp share count unchanged in Q3 2026.
  • Liquidia Corp made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #513 holding.
  • Activest Wealth Management first reported a position in Liquidia Corp in Q3 2024 and has held it in 9 quarters since.
  • Activest Wealth Management's Liquidia Corp position peaked at $38.7K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held Liquidia Corp as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.