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Essential Partners’s Innovative Solutions & Support IA Stock Holding History

Essential Partners’s Portfolio IA Stock Details IA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.1K Buy
+59
New +$1.14K ﹤0.01% 2153

Other funds holding IA

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's IA Position: Q3 2026 in Review

Essential Partners opened a new position in Innovative Solutions & Support (IA) in Q3 2026: 59 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #2153 among its holdings.

8 funds tracked by Wall St. Rank hold IA as of Q3 2026.

  • Essential Partners held 59 shares of Innovative Solutions & Support worth $1.1K as of Q3 2026.
  • Innovative Solutions & Support was a new Essential Partners position in Q3 2026.
  • Innovative Solutions & Support made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2153 holding.
  • 8 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.