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Innovative Asset Advisors Group’s Nasdaq NDAQ Stock Holding History

Innovative Asset Advisors Group’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,047
Closed -$88.9K – 750
2026
Q1 		$88.9K Buy
+1,047
New +$93.8K 0.05% 227

Other funds holding NDAQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Innovative Asset Advisors Group sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 1,047 shares — an estimated $88.9K sold.

Innovative Asset Advisors Group first reported a position in NDAQ in Q1 2026 and held it in 1 quarter. The position peaked at $88.9K in Q1 2026. 1,016 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 1,047 Nasdaq shares in Q2 2026, an estimated $88.9K.
  • Innovative Asset Advisors Group first reported a position in Nasdaq in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Nasdaq position peaked at $88.9K in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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