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True Wealth Design’s Innovative Solutions & Support IA Stock Holding History

True Wealth Design’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
2026
Q3 		$223 Buy
+12
New +$233 ﹤0.01% 2329

Other funds holding IA

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's IA Position: Q3 2026 in Review

True Wealth Design opened a new position in Innovative Solutions & Support (IA) in Q3 2026: 12 shares worth $223. The stake represents ﹤0.01% of the portfolio and ranks #2329 among its holdings.

8 funds tracked by Wall St. Rank hold IA as of Q3 2026.

  • True Wealth Design held 12 shares of Innovative Solutions & Support worth $223 as of Q3 2026.
  • Innovative Solutions & Support was a new True Wealth Design position in Q3 2026.
  • Innovative Solutions & Support made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2329 holding.
  • 8 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.