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Innovative Asset Advisors Group’s BGC Group BGC Stock Holding History

Innovative Asset Advisors Group’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-500
Closed -$4.89K – 356
2026
Q1 		$4.89K Buy
+500
New +$4.63K ﹤0.01% 775

Other funds holding BGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Innovative Asset Advisors Group sold out of BGC Group (BGC) in Q2 2026, closing a stake of 500 shares — an estimated $4.89K sold.

Innovative Asset Advisors Group first reported a position in BGC in Q1 2026 and held it in 1 quarter. The position peaked at $4.89K in Q1 2026. 344 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining BGC Group position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 500 BGC Group shares in Q2 2026, an estimated $4.89K.
  • Innovative Asset Advisors Group first reported a position in BGC Group in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's BGC Group position peaked at $4.89K in Q1 2026.
  • 344 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

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