Independent Advisor Alliance’s Ciena CIEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$805K Buy
1,640
+180
+12% +$91.8K 0.02% 526
2026
Q1
$567K Sell
1,460
-13,145
-90% -$4.02M 0.01% 1063
2025
Q4
$3.42M Buy
+14,605
New +$2.83M 0.08% 197

Other funds holding CIEN

Independent Advisor Alliance's CIEN Position: Q2 2026 in Review

Independent Advisor Alliance increased its Ciena (CIEN) stake by 12% in Q2 2026, buying an estimated $91.8K and bringing the position to 1,640 shares worth $805K. The position accounts for 0.02% of the portfolio, ranked #526.

Independent Advisor Alliance first reported a position in CIEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.42M in Q4 2025. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Independent Advisor Alliance held 1,640 shares of Ciena worth $805K as of Q2 2026.
  • Independent Advisor Alliance bought 180 Ciena shares in Q2 2026, an estimated $91.8K.
  • Ciena made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #526 holding.
  • Independent Advisor Alliance first reported a position in Ciena in Q4 2025 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Ciena position peaked at $3.42M in Q4 2025.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.