IAAG
SOBO

Innovative Asset Advisors Group’s South Bow Corp SOBO Stock Holding History

Innovative Asset Advisors Group’s Portfolio SOBO Stock Details SOBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-326
Closed -$11K – 1073
2026
Q1 		$11K Buy
+326
New +$9.9K 0.01% 621

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Innovative Asset Advisors Group sold out of South Bow Corp (SOBO) in Q2 2026, closing a stake of 326 shares — an estimated $11K sold.

Innovative Asset Advisors Group first reported a position in SOBO in Q1 2026 and held it in 1 quarter. The position peaked at $11K in Q1 2026. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining South Bow Corp position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 326 South Bow Corp shares in Q2 2026, an estimated $11K.
  • Innovative Asset Advisors Group first reported a position in South Bow Corp in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's South Bow Corp position peaked at $11K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

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