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Clearstead Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Clearstead Advisors’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 		– Sell
-500
Closed -$870 – 3692
2026
Q1 		$870 Hold
500
– – ﹤0.01% 2068
2025
Q4 		$870 Hold
500
– – ﹤0.01% 2241
2025
Q3 		$1.17K Hold
500
– – ﹤0.01% 2590
2025
Q2 		$1.02K Hold
500
– – ﹤0.01% 2431
2025
Q1 		$815 Hold
500
– – ﹤0.01% 2014
2024
Q4 		$915 Sell
500
-50
-9% -$221 ﹤0.01% 1932
2024
Q3 		$3.18K Hold
550
– – ﹤0.01% 1779
2024
Q2 		$4.44K Buy
+550
New +$5.79K ﹤0.01% 1701

Other funds holding INO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AC
AXQ Capital Jersey City, New Jersey $920M AUM 18.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Clearstead Advisors's INO Position: Q2 2026 in Review

Clearstead Advisors sold out of Inovio Pharmaceuticals (INO) in Q2 2026, closing a stake of 500 shares — an estimated $870 sold.

Clearstead Advisors first reported a position in INO in Q2 2024 and held it in 8 quarters. The position peaked at $4.44K in Q2 2024. 39 funds tracked by Wall St. Rank hold INO as of Q2 2026.

  • Clearstead Advisors reported no remaining Inovio Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Clearstead Advisors sold 500 Inovio Pharmaceuticals shares in Q2 2026, an estimated $870.
  • Clearstead Advisors first reported a position in Inovio Pharmaceuticals in Q2 2024 and held it in 8 quarters.
  • Clearstead Advisors's Inovio Pharmaceuticals position peaked at $4.44K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.