Innovative Advisory Group, LLC’s Fortuna Silver Mines FSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-3,996
Closed -$39.2K – 97
2025
Q4
$39.2K Sell
3,996
-2,600
-39% -$23.4K 0.03% 77
2025
Q3
$59.1K Sell
6,596
-3,650
-36% -$26.6K 0.04% 67
2025
Q2
$67K Hold
10,246
– – 0.06% 57
2025
Q1
$62.5K Hold
10,246
– – 0.06% 57
2024
Q4
$44K Buy
+10,246
New +$48.9K 0.04% 66

Other funds holding FSM

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

Innovative Advisory Group, LLC sold out of Fortuna Silver Mines (FSM) in Q1 2026, closing a stake of 3,996 shares — an estimated $39.2K sold.

Innovative Advisory Group, LLC first reported a position in FSM in Q4 2024 and held it in 5 quarters. The position peaked at $67K in Q2 2025. 255 funds tracked by Wall St. Rank hold FSM as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Fortuna Silver Mines position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 3,996 Fortuna Silver Mines shares in Q1 2026, an estimated $39.2K.
  • Innovative Advisory Group, LLC first reported a position in Fortuna Silver Mines in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Fortuna Silver Mines position peaked at $67K in Q2 2025.
  • 255 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q1 2026.

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