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Innovative Advisory Group’s Robinhood HOOD Stock Holding History

Innovative Advisory Group’s Portfolio HOOD Stock Details HOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-484
Closed -$69.3K – 259
2025
Q3 		$69.3K Buy
484
+50
+12% +$5.45K 0.04% 60
2025
Q2 		$40.6K Hold
434
– – 0.03% 74
2025
Q1 		$18.1K Hold
434
– – 0.02% 88
2024
Q4 		$16.2K Buy
+434
New +$14K 0.01% 91

Other funds holding HOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Innovative Advisory Group's HOOD Position: Q4 2025 in Review

Innovative Advisory Group sold out of Robinhood (HOOD) in Q4 2025, closing a stake of 484 shares — an estimated $69.3K sold.

Innovative Advisory Group first reported a position in HOOD in Q4 2024 and held it in 4 quarters. The position peaked at $69.3K in Q3 2025. 1,399 funds tracked by Wall St. Rank hold HOOD as of Q4 2025.

  • Innovative Advisory Group reported no remaining Robinhood position as of Q4 2025 after selling out during the quarter.
  • Innovative Advisory Group sold 484 Robinhood shares in Q4 2025, an estimated $69.3K.
  • Innovative Advisory Group first reported a position in Robinhood in Q4 2024 and held it in 4 quarters.
  • Innovative Advisory Group's Robinhood position peaked at $69.3K in Q3 2025.
  • 1,399 funds tracked by Wall St. Rank held Robinhood as of Q4 2025.

Based on Innovative Advisory Group's 13F filing for Q4 2025, filed 23 Sep 2026.