SIS
LUNA

Sound Income Strategies’s Luna Innovations Incorporated LUNA Stock Holding History

Sound Income Strategies’s Portfolio LUNA Stock Details LUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$2 – 1630
2024
Q4 		$2 Hold
1
– – ﹤0.01% 1470
2024
Q3 		$2 Buy
+1
New +$3 ﹤0.01% 1405

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Sound Income Strategies's LUNA Position: Q1 2025 in Review

Sound Income Strategies sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 1 share — an estimated $2 sold.

Sound Income Strategies first reported a position in LUNA in Q3 2024 and held it in 2 quarters. The position peaked at $2 in Q4 2024. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Sound Income Strategies reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Sound Income Strategies sold 1 Luna Innovations Incorporated share in Q1 2025, an estimated $2.
  • Sound Income Strategies first reported a position in Luna Innovations Incorporated in Q3 2024 and held it in 2 quarters.
  • Sound Income Strategies's Luna Innovations Incorporated position peaked at $2 in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Sound Income Strategies's 13F filing for Q1 2025, filed 17 Apr 2025.