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Innovative Asset Advisors Group’s COPT Defense Properties CDP Stock Holding History

Innovative Asset Advisors Group’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-530
Closed -$16.4K – 404
2026
Q1 		$16.4K Buy
+530
New +$16.5K 0.01% 544

Other funds holding CDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Innovative Asset Advisors Group sold out of COPT Defense Properties (CDP) in Q2 2026, closing a stake of 530 shares — an estimated $16.4K sold.

Innovative Asset Advisors Group first reported a position in CDP in Q1 2026 and held it in 1 quarter. The position peaked at $16.4K in Q1 2026. 327 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining COPT Defense Properties position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 530 COPT Defense Properties shares in Q2 2026, an estimated $16.4K.
  • Innovative Asset Advisors Group first reported a position in COPT Defense Properties in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's COPT Defense Properties position peaked at $16.4K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

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