IAAG
CTRA

Innovative Asset Advisors Group’s Coterra Energy CTRA Stock Holding History

Innovative Asset Advisors Group’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-479
Closed -$16.8K – 449
2026
Q1 		$16.8K Buy
+479
New +$14.4K 0.01% 537

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

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

Innovative Asset Advisors Group sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 479 shares — an estimated $16.8K sold.

Innovative Asset Advisors Group first reported a position in CTRA in Q1 2026 and held it in 1 quarter. The position peaked at $16.8K in Q1 2026. 6 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 479 Coterra Energy shares in Q2 2026, an estimated $16.8K.
  • Innovative Asset Advisors Group first reported a position in Coterra Energy in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Coterra Energy position peaked at $16.8K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

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