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AE Wealth Management’s Iovance Biotherapeutics IOVA Stock Holding History

AE Wealth Management’s Portfolio IOVA Stock Details IOVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-52,947
Closed -$91.1K – 2330
2025
Q2 		$91.1K Buy
+52,947
New +$132K ﹤0.01% 1507
2024
Q1 		– Sell
-10,478
Closed -$79.5K – 1569
2023
Q4 		$79.5K Buy
10,478
+1
+0% +$5 ﹤0.01% 1959
2023
Q3 		$47.7K Buy
+10,477
New +$68.4K ﹤0.01% 1882

Other funds holding IOVA

MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's IOVA Position: Q3 2025 in Review

AE Wealth Management sold out of Iovance Biotherapeutics (IOVA) in Q3 2025, closing a stake of 52,947 shares — an estimated $91.1K sold.

AE Wealth Management first reported a position in IOVA in Q3 2023 and held it in 3 quarters. The position peaked at $91.1K in Q2 2025. 253 funds tracked by Wall St. Rank hold IOVA as of Q3 2025.

  • AE Wealth Management reported no remaining Iovance Biotherapeutics position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 52,947 Iovance Biotherapeutics shares in Q3 2025, an estimated $91.1K.
  • AE Wealth Management first reported a position in Iovance Biotherapeutics in Q3 2023 and held it in 3 quarters.
  • AE Wealth Management's Iovance Biotherapeutics position peaked at $91.1K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.