SPIA
LUNA

Steward Partners Investment Advisory’s Luna Innovations Incorporated LUNA Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-25
Closed -$17 – 4292
2025
Q1 		$17 Buy
+25
New +$41 ﹤0.01% 3996

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $161M AUM 39.43% 1-Year Est. Return

Steward Partners Investment Advisory's LUNA Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Luna Innovations Incorporated (LUNA) in Q2 2025, closing a stake of 25 shares — an estimated $17 sold.

Steward Partners Investment Advisory first reported a position in LUNA in Q1 2025 and held it in 1 quarter. The position peaked at $17 in Q1 2025. 4 funds tracked by Wall St. Rank hold LUNA as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Luna Innovations Incorporated position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 25 Luna Innovations Incorporated shares in Q2 2025, an estimated $17.
  • Steward Partners Investment Advisory first reported a position in Luna Innovations Incorporated in Q1 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Luna Innovations Incorporated position peaked at $17 in Q1 2025.
  • 4 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.