IAGL
AGNT

Innovative Advisory Group, LLC’s AGNT Inc AGNT Stock Holding History

Innovative Advisory Group, LLC’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-40
Closed -$362 – 89
2025
Q4 		$362 Hold
40
– – ﹤0.01% 226
2025
Q3 		$426 Hold
40
– – ﹤0.01% 233
2025
Q2 		$364 Hold
40
– – ﹤0.01% 230
2025
Q1 		$391 Hold
40
– – ﹤0.01% 212
2024
Q4 		$460 Buy
+40
New +$527 ﹤0.01% 202

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Innovative Advisory Group, LLC's AGNT Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of AGNT Inc (AGNT) in Q1 2026, closing a stake of 40 shares — an estimated $362 sold.

Innovative Advisory Group, LLC first reported a position in AGNT in Q4 2024 and held it in 5 quarters. The position peaked at $460 in Q4 2024. 228 funds tracked by Wall St. Rank hold AGNT as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining AGNT Inc position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 40 AGNT Inc shares in Q1 2026, an estimated $362.
  • Innovative Advisory Group, LLC first reported a position in AGNT Inc in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's AGNT Inc position peaked at $460 in Q4 2024.
  • 228 funds tracked by Wall St. Rank held AGNT Inc as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.