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Innovative Asset Advisors Group’s SLR Investment Corp SLRC Stock Holding History

Innovative Asset Advisors Group’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-400
Closed -$5.72K – 898
2026
Q1 		$5.72K Buy
+400
New +$5.93K ﹤0.01% 749

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Innovative Asset Advisors Group sold out of SLR Investment Corp (SLRC) in Q2 2026, closing a stake of 400 shares — an estimated $5.72K sold.

Innovative Asset Advisors Group first reported a position in SLRC in Q1 2026 and held it in 1 quarter. The position peaked at $5.72K in Q1 2026. 118 funds tracked by Wall St. Rank hold SLRC as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining SLR Investment Corp position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 400 SLR Investment Corp shares in Q2 2026, an estimated $5.72K.
  • Innovative Asset Advisors Group first reported a position in SLR Investment Corp in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's SLR Investment Corp position peaked at $5.72K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2026.

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