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Stratos Wealth Partners’s LiveOne LVO Stock Holding History

Stratos Wealth Partners’s Portfolio LVO Stock Details LVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,000
Closed -$7.55K – 1582
2025
Q2 		$7.55K Hold
1,000
– – ﹤0.01% 1418
2025
Q1 		$6.99K Hold
1,000
– – ﹤0.01% 1357
2024
Q4 		$14.7K Hold
1,000
– – ﹤0.01% 1443
2024
Q3 		$9.49K Hold
1,000
– – ﹤0.01% 1432
2024
Q2 		$15.7K Buy
+1,000
New +$17.7K ﹤0.01% 1359

Other funds holding LVO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
JBFJ
James B. Fleming Jr $905K AUM 13.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's LVO Position: Q3 2025 in Review

Stratos Wealth Partners sold out of LiveOne (LVO) in Q3 2025, closing a stake of 1,000 shares — an estimated $7.55K sold.

Stratos Wealth Partners first reported a position in LVO in Q2 2024 and held it in 5 quarters. The position peaked at $15.7K in Q2 2024. 35 funds tracked by Wall St. Rank hold LVO as of Q3 2025.

  • Stratos Wealth Partners reported no remaining LiveOne position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,000 LiveOne shares in Q3 2025, an estimated $7.55K.
  • Stratos Wealth Partners first reported a position in LiveOne in Q2 2024 and held it in 5 quarters.
  • Stratos Wealth Partners's LiveOne position peaked at $15.7K in Q2 2024.
  • 35 funds tracked by Wall St. Rank held LiveOne as of Q3 2025.

Based on Stratos Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.