IAGL
DEFT

Innovative Advisory Group, LLC’s Defi Technologies DEFT Stock Holding History

Innovative Advisory Group, LLC’s Portfolio DEFT Stock Details DEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,200
Closed -$15.2K – 268
2025
Q2 		$15.2K Buy
+5,200
New +$17.4K 0.01% 112

Other funds holding DEFT

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Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
GGI
Galaxy Group Investments New York $843M AUM 47.48% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Innovative Advisory Group, LLC's DEFT Position: Q3 2025 in Review

Innovative Advisory Group, LLC sold out of Defi Technologies (DEFT) in Q3 2025, closing a stake of 5,200 shares — an estimated $15.2K sold.

Innovative Advisory Group, LLC first reported a position in DEFT in Q2 2025 and held it in 1 quarter. The position peaked at $15.2K in Q2 2025. 112 funds tracked by Wall St. Rank hold DEFT as of Q3 2025.

  • Innovative Advisory Group, LLC reported no remaining Defi Technologies position as of Q3 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 5,200 Defi Technologies shares in Q3 2025, an estimated $15.2K.
  • Innovative Advisory Group, LLC first reported a position in Defi Technologies in Q2 2025 and held it in 1 quarter.
  • Innovative Advisory Group, LLC's Defi Technologies position peaked at $15.2K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Defi Technologies as of Q3 2025.

Based on Innovative Advisory Group, LLC's 13F filing for Q3 2025, filed 23 Sep 2026.