Commonwealth Equity Services’s Luna Innovations Incorporated LUNA Stock Holding History

Commonwealth Equity Services’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	-11,351	Closed	-$25K	–	4325
2024 Q4	$25K	Sell	11,351 -5,241	-32%	-$9.27K	﹤0.01%	4028
2024 Q3	$39K	Hold	16,592	–	–	﹤0.01%	3956
2024 Q2	$53K	Buy	+16,592	New	+$49.2K	﹤0.01%	3887
2023 Q4	–	Sell	-29,936	Closed	-$175K	–	4075
2023 Q3	$175K	Sell	29,936 -1,033	-3%	-$7.82K	﹤0.01%	3428
2023 Q2	$282K	Sell	30,969 -1,028	-3%	-$8.14K	﹤0.01%	3107
2023 Q1	$230	Sell	31,997 -9,034	-22%	-$79.8K	﹤0.01%	3196
2022 Q4	$360K	Buy	41,031 +595	+1%	+$3.77K	﹤0.01%	2729
2022 Q3	$179K	Hold	40,436	–	–	﹤0.01%	3221
2022 Q2	$235K	Hold	40,436	–	–	﹤0.01%	3059
2022 Q1	$311K	Sell	40,436 -1,000	-2%	-$7.19K	﹤0.01%	2943
2021 Q4	$349K	Hold	41,436	–	–	﹤0.01%	2840
2021 Q3	$393K	Hold	41,436	–	–	﹤0.01%	2672
2021 Q2	$448K	Hold	41,436	–	–	﹤0.01%	2557
2021 Q1	$436K	Hold	41,436	–	–	﹤0.01%	2442
2020 Q4	$409K	Hold	41,436	–	–	﹤0.01%	2298
2020 Q3	$247K	Hold	41,436	–	–	﹤0.01%	2526
2020 Q2	$241K	Buy	41,436 +5,348	+15%	+$34.8K	﹤0.01%	2446
2020 Q1	$221K	Hold	36,088	–	–	﹤0.01%	2302
2019 Q4	$263K	Sell	36,088 -794	-2%	-$5.24K	﹤0.01%	2416
2019 Q3	$213K	Hold	36,882	–	–	﹤0.01%	2509
2019 Q2	$165K	Buy	36,882 +1,000	+3%	+$4.29K	﹤0.01%	2554
2019 Q1	$149K	Buy	35,882 +450	+1%	+$1.6K	﹤0.01%	2533
2018 Q4	$118K	Hold	35,432	–	–	﹤0.01%	2466
2018 Q3	$114K	Sell	35,432 -1,100	-3%	-$3.9K	﹤0.01%	2624
2018 Q2	$109K	Buy	36,532 +1,294	+4%	+$4.16K	﹤0.01%	2594
2018 Q1	$114K	Hold	35,238	–	–	﹤0.01%	2522
2017 Q4	$86K	Buy	+35,238	New	+$69K	﹤0.01%	2526

Other funds holding LUNA

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

VWA

VSM Wealth Advisory Hunt Valley, Maryland $335M AUM 16.18% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Commonwealth Equity Services's LUNA Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 11,351 shares — an estimated $25K sold.

Commonwealth Equity Services first reported a position in LUNA in Q4 2017 and held it in 27 quarters. The position peaked at $448K in Q2 2021. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

Commonwealth Equity Services reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
Commonwealth Equity Services sold 11,351 Luna Innovations Incorporated shares in Q1 2025, an estimated $25K.
Commonwealth Equity Services first reported a position in Luna Innovations Incorporated in Q4 2017 and held it in 27 quarters.
Commonwealth Equity Services's Luna Innovations Incorporated position peaked at $448K in Q2 2021.
10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.