IAAG
TEF

Innovative Asset Advisors Group’s Telefonica TEF Stock Holding History

Innovative Asset Advisors Group’s Portfolio TEF Stock Details TEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-286
Closed -$1.24K – 942
2026
Q1 		$1.24K Buy
+286
New +$1.12K ﹤0.01% 952

Other funds holding TEF

AAM
Auxier Asset Management Aurora, Oregon $745M AUM 27.52% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

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

Innovative Asset Advisors Group sold out of Telefonica (TEF) in Q2 2026, closing a stake of 286 shares — an estimated $1.24K sold.

Innovative Asset Advisors Group first reported a position in TEF in Q1 2026 and held it in 1 quarter. The position peaked at $1.24K in Q1 2026. 14 funds tracked by Wall St. Rank hold TEF as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Telefonica position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 286 Telefonica shares in Q2 2026, an estimated $1.24K.
  • Innovative Asset Advisors Group first reported a position in Telefonica in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Telefonica position peaked at $1.24K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Telefonica as of Q2 2026.

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