Innovative Asset Advisors Group’s Exelon EXC Stock Holding History

Innovative Asset Advisors Group’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,788	Closed	-$87.7K	–	530
2026 Q1	$87.7K	Buy	+1,788	New	+$83.2K	0.05%	231

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Innovative Asset Advisors Group sold out of Exelon (EXC) in Q2 2026, closing a stake of 1,788 shares — an estimated $87.7K sold.

Innovative Asset Advisors Group first reported a position in EXC in Q1 2026 and held it in 1 quarter. The position peaked at $87.7K in Q1 2026. 1,230 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Innovative Asset Advisors Group reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
Innovative Asset Advisors Group sold 1,788 Exelon shares in Q2 2026, an estimated $87.7K.
Innovative Asset Advisors Group first reported a position in Exelon in Q1 2026 and held it in 1 quarter.
Innovative Asset Advisors Group's Exelon position peaked at $87.7K in Q1 2026.
1,230 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

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