Innovative Asset Advisors Group’s Lumen LUMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-33	Closed	-$229	–	697
2026 Q1	$229	Buy	+33	New	+$250	﹤0.01%	1013

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

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

Innovative Asset Advisors Group sold out of Lumen (LUMN) in Q2 2026, closing a stake of 33 shares — an estimated $229 sold.

Innovative Asset Advisors Group first reported a position in LUMN in Q1 2026 and held it in 1 quarter. The position peaked at $229 in Q1 2026. 582 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Innovative Asset Advisors Group reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
Innovative Asset Advisors Group sold 33 Lumen shares in Q2 2026, an estimated $229.
Innovative Asset Advisors Group first reported a position in Lumen in Q1 2026 and held it in 1 quarter.
Innovative Asset Advisors Group's Lumen position peaked at $229 in Q1 2026.
582 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

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