IA
LUNA

IFP Advisors’s Luna Innovations Incorporated LUNA Stock Holding History

IFP 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
Q2 		– Sell
-250
Closed -$170 – 5078
2025
Q1 		$170 Hold
250
– – ﹤0.01% 3716
2024
Q4 		$540 Hold
250
– – ﹤0.01% 3399
2024
Q3 		$588 Hold
250
– – ﹤0.01% 3133
2024
Q2 		$800 Hold
250
– – ﹤0.01% 3024
2024
Q1 		$801 Hold
250
– – ﹤0.01% 2896
2023
Q4 		$1.66K Sell
250
-85
-25% -$525 ﹤0.01% 2718
2023
Q3 		$1.96K Hold
335
– – ﹤0.01% 2843
2023
Q2 		$3.06K Hold
335
– – ﹤0.01% 2727
2023
Q1 		$1.14K Buy
335
+250
+294% +$2.21K ﹤0.01% 3060
2022
Q4 		$1K Sell
85
-315
-79% -$2K ﹤0.01% 4579
2022
Q3 		$1K Hold
400
– – ﹤0.01% 4766
2022
Q2 		$1K Hold
400
– – ﹤0.01% 4533
2022
Q1 		$1K Buy
+400
New +$2.88K ﹤0.01% 4531
2021
Q1 		– Sell
-200
Closed -$2.24K – 3366
2020
Q4 		$2K Buy
+200
New +$1.59K ﹤0.01% 2689
2019
Q4 		– Sell
-14,178
Closed -$79K – 3334
2019
Q3 		$79K Buy
+14,178
New +$78.4K 0.01% 1175

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $161M AUM 39.43% 1-Year Est. Return

IFP Advisors's LUNA Position: Q2 2025 in Review

IFP Advisors sold out of Luna Innovations Incorporated (LUNA) in Q2 2025, closing a stake of 250 shares — an estimated $170 sold.

IFP Advisors first reported a position in LUNA in Q3 2019 and held it in 15 quarters. The position peaked at $79K in Q3 2019. 4 funds tracked by Wall St. Rank hold LUNA as of Q2 2025.

  • IFP Advisors reported no remaining Luna Innovations Incorporated position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 250 Luna Innovations Incorporated shares in Q2 2025, an estimated $170.
  • IFP Advisors first reported a position in Luna Innovations Incorporated in Q3 2019 and held it in 15 quarters.
  • IFP Advisors's Luna Innovations Incorporated position peaked at $79K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.