Carson Wealth (CWM LLC)
LUNA

Carson Wealth (CWM LLC)’s Luna Innovations Incorporated LUNA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LUNA Stock Details LUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-31
Closed – – 5287
2024
Q4 		$0 Hold
31
– – ﹤0.01% 5284
2024
Q3 		$0 Sell
31
-157
-84% -$402 ﹤0.01% 5310
2024
Q2 		$1K Sell
188
-135
-42% -$400 ﹤0.01% 4546
2024
Q1 		$1K Buy
323
+292
+942% +$1.86K ﹤0.01% 4271
2023
Q4 		$0 Hold
31
– – ﹤0.01% 4676
2023
Q3 		$0 Hold
31
– – ﹤0.01% 4684
2023
Q2 		$0 Hold
31
– – ﹤0.01% 4608
2023
Q1 		$0 Sell
31
-31
-50% -$274 ﹤0.01% 4509
2022
Q4 		$1K Buy
62
+31
+100% +$196 ﹤0.01% 3932
2022
Q3 		$0 Buy
+31
New +$177 ﹤0.01% 4350

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LUNA Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 31 shares.

Carson Wealth (CWM LLC) first reported a position in LUNA in Q3 2022 and held it in 10 quarters. The position peaked at $1K in Q2 2024. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 31 Luna Innovations Incorporated shares in Q1 2025.
  • Carson Wealth (CWM LLC) first reported a position in Luna Innovations Incorporated in Q3 2022 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s Luna Innovations Incorporated position peaked at $1K in Q2 2024.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.