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Innovative Asset Advisors Group’s Pinnacle West Capital PNW Stock Holding History

Innovative Asset Advisors Group’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-76
Closed -$7.66K – 824
2026
Q1 		$7.66K Buy
+76
New +$7.33K ﹤0.01% 698

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Innovative Asset Advisors Group sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 76 shares — an estimated $7.66K sold.

Innovative Asset Advisors Group first reported a position in PNW in Q1 2026 and held it in 1 quarter. The position peaked at $7.66K in Q1 2026. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 76 Pinnacle West Capital shares in Q2 2026, an estimated $7.66K.
  • Innovative Asset Advisors Group first reported a position in Pinnacle West Capital in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Pinnacle West Capital position peaked at $7.66K in Q1 2026.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

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