Instrumental Wealth
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Instrumental Wealth’s SELLAS Life Sciences SLS Stock Holding History

Instrumental Wealth’s Portfolio SLS Stock Details SLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$553K Hold
44,914
– – 0.27% 43
2026
Q2 		$663K Hold
44,914
– – 0.34% 32
2026
Q1 		$190K Hold
44,914
– – 0.12% 70
2025
Q4 		$221K Hold
44,914
– – 0.13% 64
2025
Q3 		$85.8K Buy
+44,914
New +$80K 0.06% 71

Other funds holding SLS

DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fulcrum Wealth Advisors
Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Martin Capital Advisors
Martin Capital Advisors San Antonio, Texas $193M AUM 34.04% 1-Year Est. Return

Instrumental Wealth's SLS Position: Q3 2026 in Review

Instrumental Wealth held its SELLAS Life Sciences (SLS) position steady in Q3 2026 at 44,914 shares worth $553K. The position accounts for 0.27% of the portfolio, ranked #43.

Instrumental Wealth first reported a position in SLS in Q3 2025 and has held it in 5 quarters since. The position peaked at $663K in Q2 2026. 26 funds tracked by Wall St. Rank hold SLS as of Q3 2026.

  • Instrumental Wealth held 44,914 shares of SELLAS Life Sciences worth $553K as of Q3 2026.
  • Instrumental Wealth left its SELLAS Life Sciences share count unchanged in Q3 2026.
  • SELLAS Life Sciences made up 0.27% of Instrumental Wealth's portfolio in Q3 2026, its #43 holding.
  • Instrumental Wealth first reported a position in SELLAS Life Sciences in Q3 2025 and has held it in 5 quarters since.
  • Instrumental Wealth's SELLAS Life Sciences position peaked at $663K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held SELLAS Life Sciences as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.