Merit Financial Group’s Iovance Biotherapeutics IOVA Stock Holding History

Merit Financial Group’s Portfolio IOVA Stock Details IOVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$103K	Buy	+24,836	New	+$94.4K	﹤0.01%	2218

Other funds holding IOVA

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Merit Financial Group's IOVA Position: Q2 2026 in Review

Merit Financial Group opened a new position in Iovance Biotherapeutics (IOVA) in Q2 2026: 24,836 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #2218 among its holdings.

19 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

Merit Financial Group held 24,836 shares of Iovance Biotherapeutics worth $103K as of Q2 2026.
Iovance Biotherapeutics was a new Merit Financial Group position in Q2 2026.
Iovance Biotherapeutics made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2218 holding.
19 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.