IAAG
BETA

Innovative Asset Advisors Group’s Beta Technologies Inc BETA Stock Holding History

Innovative Asset Advisors Group’s Portfolio BETA Stock Details BETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-100
Closed -$1.47K – 1094
2026
Q1 		$1.47K Buy
+100
New +$2.05K ﹤0.01% 938

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Innovative Asset Advisors Group sold out of Beta Technologies Inc (BETA) in Q2 2026, closing a stake of 100 shares — an estimated $1.47K sold.

Innovative Asset Advisors Group first reported a position in BETA in Q1 2026 and held it in 1 quarter. The position peaked at $1.47K in Q1 2026. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Beta Technologies Inc position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 100 Beta Technologies Inc shares in Q2 2026, an estimated $1.47K.
  • Innovative Asset Advisors Group first reported a position in Beta Technologies Inc in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Beta Technologies Inc position peaked at $1.47K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

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