NECFA
IA

New England Capital Financial Advisors’s Innovative Solutions & Support IA Stock Holding History

New England Capital Financial Advisors’s Portfolio IA Stock Details IA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-75
Closed -$1.54K – 439
2026
Q1 		$1.54K Buy
+75
New +$1.74K ﹤0.01% 366

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PAIM
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Morgan Stanley
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

New England Capital Financial Advisors's IA Position: Q2 2026 in Review

New England Capital Financial Advisors sold out of Innovative Solutions & Support (IA) in Q2 2026, closing a stake of 75 shares — an estimated $1.54K sold.

New England Capital Financial Advisors first reported a position in IA in Q1 2026 and held it in 1 quarter. The position peaked at $1.54K in Q1 2026. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

  • New England Capital Financial Advisors reported no remaining Innovative Solutions & Support position as of Q2 2026 after selling out during the quarter.
  • New England Capital Financial Advisors sold 75 Innovative Solutions & Support shares in Q2 2026, an estimated $1.54K.
  • New England Capital Financial Advisors first reported a position in Innovative Solutions & Support in Q1 2026 and held it in 1 quarter.
  • New England Capital Financial Advisors's Innovative Solutions & Support position peaked at $1.54K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.