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Summit Financial Strategies’s Iveda Solutions IVDA Stock Holding History

Summit Financial Strategies’s Portfolio IVDA Stock Details IVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,000
Closed -$49.4K – 154
2024
Q4 		$49.4K Hold
10,000
– – 0.01% 145
2024
Q3 		$16.7K Buy
10,000
+8,750
+700% +$27.1K ﹤0.01% 149
2024
Q2 		$5.08K Hold
1,250
– – ﹤0.01% 147
2024
Q1 		$8.99K Hold
1,250
– – ﹤0.01% 150
2023
Q4 		$6.34K Hold
1,250
– – ﹤0.01% 142
2023
Q3 		$8.57K Hold
1,250
– – ﹤0.01% 129
2023
Q2 		$10.9K Hold
1,250
– – ﹤0.01% 126
2023
Q1 		$13.3K Hold
1,250
– – ﹤0.01% 124
2022
Q4 		$5.55K Hold
1,250
– – ﹤0.01% 122
2022
Q3 		$7K Hold
1,250
– – ﹤0.01% 118
2022
Q2 		$13K Buy
+1,250
New +$17.6K ﹤0.01% 119

Other funds holding IVDA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Summit Financial Strategies's IVDA Position: Q1 2025 in Review

Summit Financial Strategies sold out of Iveda Solutions (IVDA) in Q1 2025, closing a stake of 10,000 shares — an estimated $49.4K sold.

Summit Financial Strategies first reported a position in IVDA in Q2 2022 and held it in 11 quarters. The position peaked at $49.4K in Q4 2024. 5 funds tracked by Wall St. Rank hold IVDA as of Q1 2025.

  • Summit Financial Strategies reported no remaining Iveda Solutions position as of Q1 2025 after selling out during the quarter.
  • Summit Financial Strategies sold 10,000 Iveda Solutions shares in Q1 2025, an estimated $49.4K.
  • Summit Financial Strategies first reported a position in Iveda Solutions in Q2 2022 and held it in 11 quarters.
  • Summit Financial Strategies's Iveda Solutions position peaked at $49.4K in Q4 2024.
  • 5 funds tracked by Wall St. Rank held Iveda Solutions as of Q1 2025.

Based on Summit Financial Strategies's 13F filing for Q1 2025, filed 12 May 2025.