CA
LUNA

Clearstead Advisors’s Luna Innovations Incorporated LUNA Stock Holding History

Clearstead Advisors’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
-1,290
Closed -$2.79K – 2335
2024
Q4 		$2.79K Hold
1,290
– – ﹤0.01% 1806
2024
Q3 		$3.03K Hold
1,290
– – ﹤0.01% 1783
2024
Q2 		$4.13K Hold
1,290
– – ﹤0.01% 1715
2024
Q1 		$3.52K Sell
1,290
-140
-10% -$892 ﹤0.01% 1226
2023
Q4 		$9.51K Buy
1,430
+1,190
+496% +$7.34K ﹤0.01% 1069
2023
Q3 		$1.41K Buy
+240
New +$1.82K ﹤0.01% 1433

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

Clearstead Advisors's LUNA Position: Q1 2025 in Review

Clearstead Advisors sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 1,290 shares — an estimated $2.79K sold.

Clearstead Advisors first reported a position in LUNA in Q3 2023 and held it in 6 quarters. The position peaked at $9.51K in Q4 2023. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Clearstead Advisors reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Clearstead Advisors sold 1,290 Luna Innovations Incorporated shares in Q1 2025, an estimated $2.79K.
  • Clearstead Advisors first reported a position in Luna Innovations Incorporated in Q3 2023 and held it in 6 quarters.
  • Clearstead Advisors's Luna Innovations Incorporated position peaked at $9.51K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.