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Innovative Asset Advisors Group’s Popular Inc BPOP Stock Holding History

Innovative Asset Advisors Group’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-348
Closed -$47K – 374
2026
Q1 		$47K Buy
+348
New +$46.7K 0.03% 326

Other funds holding BPOP

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Innovative Asset Advisors Group sold out of Popular Inc (BPOP) in Q2 2026, closing a stake of 348 shares — an estimated $47K sold.

Innovative Asset Advisors Group first reported a position in BPOP in Q1 2026 and held it in 1 quarter. The position peaked at $47K in Q1 2026. 437 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Popular Inc position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 348 Popular Inc shares in Q2 2026, an estimated $47K.
  • Innovative Asset Advisors Group first reported a position in Popular Inc in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Popular Inc position peaked at $47K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

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