IAAG
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Innovative Asset Advisors Group’s Southwest Airlines LUV Stock Holding History

Innovative Asset Advisors Group’s Portfolio LUV Stock Details LUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$38 – 699
2026
Q1 		$38 Buy
+1
New +$45 ﹤0.01% 1035

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BlackRock
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State Street
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EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Innovative Asset Advisors Group sold out of Southwest Airlines (LUV) in Q2 2026, closing a stake of 1 share — an estimated $38 sold.

Innovative Asset Advisors Group first reported a position in LUV in Q1 2026 and held it in 1 quarter. The position peaked at $38 in Q1 2026. 876 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Southwest Airlines position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 1 Southwest Airlines share in Q2 2026, an estimated $38.
  • Innovative Asset Advisors Group first reported a position in Southwest Airlines in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Southwest Airlines position peaked at $38 in Q1 2026.
  • 876 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

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