JWA
IOSP icon

JFS Wealth Advisors’s Innospec IOSP Stock Holding History

JFS Wealth Advisors’s Portfolio IOSP Stock Details IOSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.87K Buy
23
+5
+28% +$396 ﹤0.01% 1625
2026
Q1 		$1.31K Buy
18
+13
+260% +$1.01K ﹤0.01% 1614
2025
Q4 		$383 Sell
5
-3
-38% -$227 ﹤0.01% 1830
2025
Q3 		$618 Buy
8
+5
+167% +$417 ﹤0.01% 1724
2025
Q2 		$253 Sell
3
-17
-85% -$1.49K ﹤0.01% 1770
2025
Q1 		$1.9K Sell
20
-2
-9% -$212 ﹤0.01% 1490
2024
Q4 		$2.42K Hold
22
– – ﹤0.01% 1396
2024
Q3 		$2.49K Buy
22
+1
+5% +$116 ﹤0.01% 1396
2024
Q2 		$2.6K Hold
21
– – ﹤0.01% 1339
2024
Q1 		$2.71K Hold
21
– – ﹤0.01% 1332
2023
Q4 		$2.59K Buy
21
+1
+5% +$106 ﹤0.01% 1322
2023
Q3 		$2.04K Buy
20
+1
+5% +$104 ﹤0.01% 1354
2023
Q2 		$1.91K Sell
19
-3
-14% -$300 ﹤0.01% 1398
2023
Q1 		$2.26K Buy
22
+2
+10% +$215 ﹤0.01% 1312
2022
Q4 		$2.06K Hold
20
– – ﹤0.01% 1358
2022
Q3 		$2K Sell
20
-8
-29% -$756 ﹤0.01% 1338
2022
Q2 		$3K Buy
28
+11
+65% +$1.07K ﹤0.01% 1192
2022
Q1 		$2K Buy
17
+10
+143% +$947 ﹤0.01% 1431
2021
Q4 		$1K Buy
+7
New +$618 ﹤0.01% 1411

Other funds holding IOSP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return