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Innovative Asset Advisors Group’s Antero Midstream AM Stock Holding History

Innovative Asset Advisors Group’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,745
Closed -$85.4K – 315
2026
Q1 		$85.4K Buy
+3,745
New +$77.4K 0.05% 238

Other funds holding AM

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Innovative Asset Advisors Group's AM Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Antero Midstream (AM) in Q2 2026, closing a stake of 3,745 shares — an estimated $85.4K sold.

Innovative Asset Advisors Group first reported a position in AM in Q1 2026 and held it in 1 quarter. The position peaked at $85.4K in Q1 2026. 528 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Antero Midstream position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 3,745 Antero Midstream shares in Q2 2026, an estimated $85.4K.
  • Innovative Asset Advisors Group first reported a position in Antero Midstream in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Antero Midstream position peaked at $85.4K in Q1 2026.
  • 528 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.