SCM
IA

Sterneck Capital Management’s Innovative Solutions & Support IA Stock Holding History

Sterneck Capital Management’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
2025
Q2 		– Sell
-17,816
Closed -$112K – 104
2025
Q1 		$112K Buy
+17,816
New +$153K 0.06% 97

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Sterneck Capital Management's IA Position: Q2 2025 in Review

Sterneck Capital Management sold out of Innovative Solutions & Support (IA) in Q2 2025, closing a stake of 17,816 shares — an estimated $112K sold.

Sterneck Capital Management first reported a position in IA in Q1 2025 and held it in 1 quarter. The position peaked at $112K in Q1 2025. 71 funds tracked by Wall St. Rank hold IA as of Q2 2025.

  • Sterneck Capital Management reported no remaining Innovative Solutions & Support position as of Q2 2025 after selling out during the quarter.
  • Sterneck Capital Management sold 17,816 Innovative Solutions & Support shares in Q2 2025, an estimated $112K.
  • Sterneck Capital Management first reported a position in Innovative Solutions & Support in Q1 2025 and held it in 1 quarter.
  • Sterneck Capital Management's Innovative Solutions & Support position peaked at $112K in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2025.

Based on Sterneck Capital Management's 13F filing for Q2 2025, filed 17 Jul 2025.