IAGL
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Innovative Advisory Group, LLC’s Trump Media & Technology Group DJT Stock Holding History

Innovative Advisory Group, LLC’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5
Closed -$66 – 238
2025
Q4 		$66 Hold
5
– – ﹤0.01% 241
2025
Q3 		$82 Hold
5
– – ﹤0.01% 246
2025
Q2 		$90 Hold
5
– – ﹤0.01% 244
2025
Q1 		$98 Hold
5
– – ﹤0.01% 229
2024
Q4 		$171 Buy
+5
New +$159 ﹤0.01% 220

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Vanguard Portfolio Management
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YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Innovative Advisory Group, LLC sold out of Trump Media & Technology Group (DJT) in Q1 2026, closing a stake of 5 shares — an estimated $66 sold.

Innovative Advisory Group, LLC first reported a position in DJT in Q4 2024 and held it in 5 quarters. The position peaked at $171 in Q4 2024. 329 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Trump Media & Technology Group position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 5 Trump Media & Technology Group shares in Q1 2026, an estimated $66.
  • Innovative Advisory Group, LLC first reported a position in Trump Media & Technology Group in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Trump Media & Technology Group position peaked at $171 in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

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