Innovative Asset Advisors Group’s Flex FLEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-24	Closed	-$1.57K	–	551
2026 Q1	$1.57K	Buy	+24	New	+$1.53K	﹤0.01%	934

Other funds holding FLEX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Jupiter Topco New York $245B AUM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Innovative Asset Advisors Group sold out of Flex (FLEX) in Q2 2026, closing a stake of 24 shares — an estimated $1.57K sold.

Innovative Asset Advisors Group first reported a position in FLEX in Q1 2026 and held it in 1 quarter. The position peaked at $1.57K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Innovative Asset Advisors Group reported no remaining Flex position as of Q2 2026 after selling out during the quarter.
Innovative Asset Advisors Group sold 24 Flex shares in Q2 2026, an estimated $1.57K.
Innovative Asset Advisors Group first reported a position in Flex in Q1 2026 and held it in 1 quarter.
Innovative Asset Advisors Group's Flex position peaked at $1.57K in Q1 2026.
1,042 funds tracked by Wall St. Rank held Flex as of Q2 2026.

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