SOA Wealth Advisors’s Filana Therapeutics FLNA Stock Holding History

SOA Wealth Advisors’s Portfolio FLNA Stock Details FLNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$93	Hold	78	–	–	﹤0.01%	866
2026 Q1	$132	Hold	78	–	–	﹤0.01%	827
2025 Q4	$154	Hold	78	–	–	﹤0.01%	820
2025 Q3	$227	Hold	78	–	–	﹤0.01%	832
2025 Q2	$141	Hold	78	–	–	﹤0.01%	829
2025 Q1	$117	Hold	78	–	–	﹤0.01%	844
2024 Q4	$184	Hold	78	–	–	﹤0.01%	827
2024 Q3	$2.3K	Hold	78	–	–	﹤0.01%	659
2024 Q2	$963	Hold	78	–	–	﹤0.01%	725
2024 Q1	$1.58K	Hold	78	–	–	﹤0.01%	731
2023 Q4	$1.76K	Hold	78	–	–	﹤0.01%	711
2023 Q3	$1.3K	Hold	78	–	–	﹤0.01%	744
2023 Q2	$1.91K	Hold	78	–	–	﹤0.01%	729
2023 Q1	$1.88K	Sell	78 -200	-72%	-$5.54K	﹤0.01%	735
2022 Q4	$8.21K	Sell	278 -330	-54%	-$11.9K	﹤0.01%	551
2022 Q3	$25K	Buy	608 +530	+679%	+$14.3K	0.01%	355
2022 Q2	$2K	Hold	78	–	–	﹤0.01%	715
2022 Q1	$2K	Hold	78	–	–	﹤0.01%	819
2021 Q4	$3K	Sell	78 -125	-62%	-$6.55K	﹤0.01%	746
2021 Q3	$12K	Sell	203 -25	-11%	-$2.09K	﹤0.01%	554
2021 Q2	$19K	Buy	228 +150	+192%	+$8.04K	﹤0.01%	471
2021 Q1	$3K	Hold	78	–	–	﹤0.01%	688
2020 Q4	$3K	Buy	+78	New	+$696	﹤0.01%	674

Other funds holding FLNA

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

SOA Wealth Advisors's FLNA Position: Q2 2026 in Review

SOA Wealth Advisors held its Filana Therapeutics (FLNA) position steady in Q2 2026 at 78 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #866.

SOA Wealth Advisors first reported a position in FLNA in Q4 2020 and has held it in 23 quarters since. The position peaked at $25K in Q3 2022. 15 funds tracked by Wall St. Rank hold FLNA as of Q2 2026.

SOA Wealth Advisors held 78 shares of Filana Therapeutics worth $93 as of Q2 2026.
SOA Wealth Advisors left its Filana Therapeutics share count unchanged in Q2 2026.
Filana Therapeutics made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #866 holding.
SOA Wealth Advisors first reported a position in Filana Therapeutics in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Filana Therapeutics position peaked at $25K in Q3 2022.
15 funds tracked by Wall St. Rank held Filana Therapeutics as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.