IAG
ESPR

Innovative Advisory Group’s Esperion Therapeutics ESPR Stock Holding History

Innovative Advisory Group’s Portfolio ESPR Stock Details ESPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20
Closed -$74 – 88
2025
Q4 		$74 Hold
20
– – ﹤0.01% 239
2025
Q3 		$53 Hold
20
– – ﹤0.01% 250
2025
Q2 		$20 Hold
20
– – ﹤0.01% 251
2025
Q1 		$29 Hold
20
– – ﹤0.01% 237
2024
Q4 		$44 Buy
+20
New +$47 ﹤0.01% 229

Other funds holding ESPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Innovative Advisory Group's ESPR Position: Q1 2026 in Review

Innovative Advisory Group sold out of Esperion Therapeutics (ESPR) in Q1 2026, closing a stake of 20 shares — an estimated $74 sold.

Innovative Advisory Group first reported a position in ESPR in Q4 2024 and held it in 5 quarters. The position peaked at $74 in Q4 2025. 207 funds tracked by Wall St. Rank hold ESPR as of Q1 2026.

  • Innovative Advisory Group reported no remaining Esperion Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group sold 20 Esperion Therapeutics shares in Q1 2026, an estimated $74.
  • Innovative Advisory Group first reported a position in Esperion Therapeutics in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group's Esperion Therapeutics position peaked at $74 in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q1 2026.

Based on Innovative Advisory Group's 13F filing for Q1 2026, filed 22 Sep 2026.