IFP Advisors’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-14
| Closed | -$24 | – | 5086 |
|
|
2025
Q4 | $24 | Hold |
14
| – | – | ﹤0.01% | 4791 |
|
|
2025
Q3 | $33 | Hold |
14
| – | – | ﹤0.01% | 4710 |
|
|
2025
Q2 | $28 | Buy |
+14
| New | +$27 | ﹤0.01% | 4834 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3809 |
|
|
2024
Q4 | – | Sell |
-14
| Closed | -$62 | – | 3922 |
|
|
2024
Q3 | $81 | Hold |
14
| – | – | ﹤0.01% | 3243 |
|
|
2024
Q2 | $113 | Sell |
14
-175
| -93% | -$1.84K | ﹤0.01% | 3165 |
|
|
2024
Q1 | $2.62K | Buy |
189
+126
| +200% | +$1.09K | ﹤0.01% | 2625 |
|
|
2023
Q4 | $383 | Hold |
63
| – | – | ﹤0.01% | 2897 |
|
|
2023
Q3 | $292 | Hold |
63
| – | – | ﹤0.01% | 3160 |
|
|
2023
Q2 | $336 | Buy |
63
+29
| +85% | +$234 | ﹤0.01% | 3256 |
|
|
2023
Q1 | $1.91K | Sell |
34
-488
| -93% | -$8.32K | ﹤0.01% | 2909 |
|
|
2022
Q4 | $29K | Buy |
522
+83
| +19% | +$1.88K | ﹤0.01% | 2622 |
|
|
2022
Q3 | $25K | Buy |
439
+247
| +129% | +$6.32K | ﹤0.01% | 2892 |
|
|
2022
Q2 | $11K | Hold |
192
| – | – | ﹤0.01% | 3328 |
|
|
2022
Q1 | $11K | Buy |
192
+149
| +347% | +$6.71K | ﹤0.01% | 3328 |
|
|
2021
Q4 | $3K | Sell |
43
-37
| -46% | -$2.96K | ﹤0.01% | 2664 |
|
|
2021
Q3 | $7K | Sell |
80
-1,013
| -93% | -$102K | ﹤0.01% | 2425 |
|
|
2021
Q2 | $122K | Buy |
1,093
+932
| +579% | +$89.5K | ﹤0.01% | 1148 |
|
|
2021
Q1 | $18K | Sell |
161
-9
| -5% | -$1.18K | ﹤0.01% | 1888 |
|
|
2020
Q4 | $18K | Sell |
170
-286
| -63% | -$38.1K | ﹤0.01% | 1839 |
|
|
2020
Q3 | $64K | Buy |
456
+327
| +253% | +$68.2K | ﹤0.01% | 1194 |
|
|
2020
Q2 | $49K | Buy |
129
+83
| +180% | +$13.3K | ﹤0.01% | 1226 |
|
|
2020
Q1 | $4K | Buy |
+46
| New | +$2.84K | ﹤0.01% | 2154 |
|
|
2019
Q4 | – | Sell |
-115
| Closed | -$2K | – | 2975 |
|
|
2019
Q3 | $2K | Buy |
+115
| New | +$3.5K | ﹤0.01% | 2699 |
|
|
2019
Q1 | $3K | Sell |
65
-120
| -65% | -$6.05K | ﹤0.01% | 2009 |
|
|
2018
Q4 | $9K | Sell |
185
-63
| -25% | -$3.83K | ﹤0.01% | 2554 |
|
|
2018
Q3 | $17K | Buy |
248
+19
| +8% | +$1.06K | ﹤0.01% | 2542 |
|
|
2018
Q2 | $11K | Hold |
229
| – | – | ﹤0.01% | 2832 |
|
|
2018
Q1 | $11K | Hold |
229
| – | – | ﹤0.01% | 2728 |
|
|
2017
Q4 | $11K | Buy |
229
+4
| +2% | +$248 | ﹤0.01% | 2767 |
|
|
2017
Q3 | $17K | Buy |
225
+129
| +134% | +$9.6K | ﹤0.01% | 2708 |
|
|
2017
Q2 | $9K | Sell |
96
-33
| -26% | -$2.82K | ﹤0.01% | 3087 |
|
|
2017
Q1 | $10K | Buy |
129
+21
| +19% | +$1.67K | ﹤0.01% | 2914 |
|
|
2016
Q4 | $9K | Buy |
108
+33
| +44% | +$2.98K | ﹤0.01% | 2968 |
|
|
2016
Q3 | $8K | Hold |
75
| – | – | ﹤0.01% | 2975 |
|
|
2016
Q2 | $8K | Buy |
75
+10
| +15% | +$1.22K | ﹤0.01% | 2874 |
|
|
2016
Q1 | $3K | Buy |
65
+37
| +132% | +$2.86K | ﹤0.01% | 2006 |
|
|
2015
Q4 | $2K | Buy |
+28
| New | +$2.23K | ﹤0.01% | 3331 |
|
Other funds holding INO
BCM
ACM
EP
IFP Advisors's INO Position: Q1 2026 in Review
IFP Advisors sold out of Inovio Pharmaceuticals (INO) in Q1 2026, closing a stake of 14 shares — an estimated $24 sold.
IFP Advisors first reported a position in INO in Q4 2015 and held it in 37 quarters. The position peaked at $122K in Q2 2021. 100 funds tracked by Wall St. Rank hold INO as of Q1 2026.
- IFP Advisors reported no remaining Inovio Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
- IFP Advisors sold 14 Inovio Pharmaceuticals shares in Q1 2026, an estimated $24.
- IFP Advisors first reported a position in Inovio Pharmaceuticals in Q4 2015 and held it in 37 quarters.
- IFP Advisors's Inovio Pharmaceuticals position peaked at $122K in Q2 2021.
- 100 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.