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Innovative Asset Advisors Group’s Belden BDC Stock Holding History

Innovative Asset Advisors Group’s Portfolio BDC Stock Details BDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3
Closed -$345 – 351
2026
Q1 		$345 Buy
+3
New +$378 ﹤0.01% 999

Other funds holding BDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Innovative Asset Advisors Group sold out of Belden (BDC) in Q2 2026, closing a stake of 3 shares — an estimated $345 sold.

Innovative Asset Advisors Group first reported a position in BDC in Q1 2026 and held it in 1 quarter. The position peaked at $345 in Q1 2026. 344 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Belden position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 3 Belden shares in Q2 2026, an estimated $345.
  • Innovative Asset Advisors Group first reported a position in Belden in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Belden position peaked at $345 in Q1 2026.
  • 344 funds tracked by Wall St. Rank held Belden as of Q2 2026.

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