Wealth Enhancement Advisory Services
IOVA icon

Wealth Enhancement Advisory Services’s Iovance Biotherapeutics IOVA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IOVA Stock Details IOVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.32M Buy
112,811
+10,793
+11% +$77.2K ﹤0.01% 1982
2026
Q2 		$375K Buy
102,018
+64,157
+169% +$244K ﹤0.01% 2977
2026
Q1 		$130K Buy
37,861
+12,711
+51% +$40.7K ﹤0.01% 3261
2025
Q4 		$64.1K Sell
25,150
-2,808
-10% -$6.5K ﹤0.01% 3506
2025
Q3 		$60.9K Buy
27,958
+3,223
+13% +$7.61K ﹤0.01% 3403
2025
Q2 		$43.3K Sell
24,735
-2,716
-10% -$6.76K ﹤0.01% 3244
2025
Q1 		$91.4K Buy
27,451
+8,713
+46% +$44.9K ﹤0.01% 2778
2024
Q4 		$139K Sell
18,738
-5,671
-23% -$52.6K ﹤0.01% 2752
2024
Q3 		$229K Sell
24,409
-62
-0.3% -$587 ﹤0.01% 2362
2024
Q2 		$196K Buy
24,471
+3,565
+17% +$38.2K ﹤0.01% 2306
2024
Q1 		$310K Buy
20,906
+2,987
+17% +$34.8K ﹤0.01% 1901
2023
Q4 		$146K Buy
17,919
+281
+2% +$1.47K ﹤0.01% 2134
2023
Q3 		$80.3K Buy
+17,638
New +$115K ﹤0.01% 2126

Other funds holding IOVA

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
HCG
Haven Capital Group Westlake Village, California $131M AUM 23.95% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's IOVA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Iovance Biotherapeutics (IOVA) stake by 11% in Q3 2026, buying an estimated $77.2K and bringing the position to 112,811 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Wealth Enhancement Advisory Services first reported a position in IOVA in Q3 2023 and has held it in 13 quarters since. 13 funds tracked by Wall St. Rank hold IOVA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 112,811 shares of Iovance Biotherapeutics worth $1.32M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 10,793 Iovance Biotherapeutics shares in Q3 2026, an estimated $77.2K.
  • Iovance Biotherapeutics made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1982 holding.
  • Wealth Enhancement Advisory Services first reported a position in Iovance Biotherapeutics in Q3 2023 and has held it in 13 quarters since.
  • 13 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.