Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
APW
Allied Private Wealth’s
Inovio Pharmaceuticals
INO
Stock Holding History
Allied Private Wealth’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
Q2
$39
Buy
+33
New
+$39
﹤0.01%
893
Other funds holding INO
MFA
Mayflower Financial Advisors
Boston, Massachusetts
$1.16B AUM
24.36%
1-Year Est. Return
MAFA
MJT & Associates Financial Advisory
Monteviceo, Minnesota
$151M AUM
22.54%
1-Year Est. Return
AP
Atwood & Palmer
Kansas City, Missouri
$1.87B AUM
24.22%
1-Year Est. Return
CA
CoreCap Advisors
Southfield, Michigan
$3.39B AUM
31.21%
1-Year Est. Return
BAM
Byrne Asset Management
Kingston, New Jersey
$185M AUM
41.05%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close