IAAG
GTM

Innovative Asset Advisors Group’s ZoomInfo Technologies GTM Stock Holding History

Innovative Asset Advisors Group’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-39
Closed -$233 – 1054
2026
Q1 		$233 Buy
+39
New +$287 ﹤0.01% 1012

Other funds holding GTM

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Innovative Asset Advisors Group sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 39 shares — an estimated $233 sold.

Innovative Asset Advisors Group first reported a position in GTM in Q1 2026 and held it in 1 quarter. The position peaked at $233 in Q1 2026. 306 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 39 ZoomInfo Technologies shares in Q2 2026, an estimated $233.
  • Innovative Asset Advisors Group first reported a position in ZoomInfo Technologies in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's ZoomInfo Technologies position peaked at $233 in Q1 2026.
  • 306 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

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