IAGL
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Innovative Advisory Group, LLC’s BHP BHP Stock Holding History

Innovative Advisory Group, LLC’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-190
Closed -$11.5K – 59
2025
Q4 		$11.5K Hold
190
– – 0.01% 127
2025
Q3 		$10.6K Hold
190
– – 0.01% 139
2025
Q2 		$9.14K Buy
+190
New +$9.13K 0.01% 134

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Innovative Advisory Group, LLC sold out of BHP (BHP) in Q1 2026, closing a stake of 190 shares — an estimated $11.5K sold.

Innovative Advisory Group, LLC first reported a position in BHP in Q2 2025 and held it in 3 quarters. The position peaked at $11.5K in Q4 2025. 738 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining BHP position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 190 BHP shares in Q1 2026, an estimated $11.5K.
  • Innovative Advisory Group, LLC first reported a position in BHP in Q2 2025 and held it in 3 quarters.
  • Innovative Advisory Group, LLC's BHP position peaked at $11.5K in Q4 2025.
  • 738 funds tracked by Wall St. Rank held BHP as of Q1 2026.

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