CFFP
LUNA

Center for Financial Planning’s Luna Innovations Incorporated LUNA Stock Holding History

Center for Financial Planning’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
-4,113
Closed -$8.88K – 754
2024
Q4 		$8.88K Hold
4,113
– – ﹤0.01% 437
2024
Q3 		$9.67K Hold
4,113
– – ﹤0.01% 401
2024
Q2 		$13.2K Buy
+4,113
New +$12.2K ﹤0.01% 365

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AC
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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

Center for Financial Planning's LUNA Position: Q1 2025 in Review

Center for Financial Planning sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 4,113 shares — an estimated $8.88K sold.

Center for Financial Planning first reported a position in LUNA in Q2 2024 and held it in 3 quarters. The position peaked at $13.2K in Q2 2024. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Center for Financial Planning reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 4,113 Luna Innovations Incorporated shares in Q1 2025, an estimated $8.88K.
  • Center for Financial Planning first reported a position in Luna Innovations Incorporated in Q2 2024 and held it in 3 quarters.
  • Center for Financial Planning's Luna Innovations Incorporated position peaked at $13.2K in Q2 2024.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.