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Innovative Asset Advisors Group’s Prudential PUK Stock Holding History

Innovative Asset Advisors Group’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-81
Closed -$2.3K – 831
2026
Q1 		$2.3K Buy
+81
New +$2.5K ﹤0.01% 883

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Innovative Asset Advisors Group sold out of Prudential (PUK) in Q2 2026, closing a stake of 81 shares — an estimated $2.3K sold.

Innovative Asset Advisors Group first reported a position in PUK in Q1 2026 and held it in 1 quarter. The position peaked at $2.3K in Q1 2026. 269 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Prudential position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 81 Prudential shares in Q2 2026, an estimated $2.3K.
  • Innovative Asset Advisors Group first reported a position in Prudential in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Prudential position peaked at $2.3K in Q1 2026.
  • 269 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

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