FFA
LUNA

Founders Financial Alliance’s Luna Innovations Incorporated LUNA Stock Holding History

Founders Financial Alliance’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
-19,762
Closed -$42.7K – 657
2024
Q4 		$42.7K Buy
+19,762
New +$35K 0.01% 394

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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

Founders Financial Alliance's LUNA Position: Q1 2025 in Review

Founders Financial Alliance sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 19,762 shares — an estimated $42.7K sold.

Founders Financial Alliance first reported a position in LUNA in Q4 2024 and held it in 1 quarter. The position peaked at $42.7K in Q4 2024. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Founders Financial Alliance reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 19,762 Luna Innovations Incorporated shares in Q1 2025, an estimated $42.7K.
  • Founders Financial Alliance first reported a position in Luna Innovations Incorporated in Q4 2024 and held it in 1 quarter.
  • Founders Financial Alliance's Luna Innovations Incorporated position peaked at $42.7K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Founders Financial Alliance's 13F filing for Q1 2025, filed 12 May 2025.