IAGL
CSAI

Innovative Advisory Group, LLC’s Cloudastructure CSAI Stock Holding History

Innovative Advisory Group, LLC’s Portfolio CSAI Stock Details CSAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-69
Closed -$1.68K – 248
2025
Q4 		$1.68K Hold
69
– – ﹤0.01% 202
2025
Q3 		$2.63K Hold
69
– – ﹤0.01% 189
2025
Q2 		$4.61K Hold
69
– – ﹤0.01% 157
2025
Q1 		$9.25K Buy
+69
New +$20.7K 0.01% 109

Other funds holding CSAI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Innovative Advisory Group, LLC sold out of Cloudastructure (CSAI) in Q1 2026, closing a stake of 69 shares — an estimated $1.68K sold.

Innovative Advisory Group, LLC first reported a position in CSAI in Q1 2025 and held it in 4 quarters. The position peaked at $9.25K in Q1 2025. 22 funds tracked by Wall St. Rank hold CSAI as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Cloudastructure position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 69 Cloudastructure shares in Q1 2026, an estimated $1.68K.
  • Innovative Advisory Group, LLC first reported a position in Cloudastructure in Q1 2025 and held it in 4 quarters.
  • Innovative Advisory Group, LLC's Cloudastructure position peaked at $9.25K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Cloudastructure as of Q1 2026.

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