Innovative Advisory Group, LLC’s Robinhood HOOD Stock Holding History

Innovative Advisory Group, LLC’s Portfolio HOOD Stock Details HOOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-484	Closed	-$69.3K	–	259
2025 Q3	$69.3K	Buy	484 +50	+12%	+$5.45K	0.04%	60
2025 Q2	$40.6K	Hold	434	–	–	0.03%	74
2025 Q1	$18.1K	Hold	434	–	–	0.02%	88
2024 Q4	$16.2K	Buy	+434	New	+$14K	0.01%	91

Other funds holding HOOD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IVAV

Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Innovative Advisory Group, LLC's HOOD Position: Q4 2025 in Review

Innovative Advisory Group, LLC sold out of Robinhood (HOOD) in Q4 2025, closing a stake of 484 shares — an estimated $69.3K sold.

Innovative Advisory Group, LLC first reported a position in HOOD in Q4 2024 and held it in 4 quarters. The position peaked at $69.3K in Q3 2025. 1,399 funds tracked by Wall St. Rank hold HOOD as of Q4 2025.

Innovative Advisory Group, LLC reported no remaining Robinhood position as of Q4 2025 after selling out during the quarter.
Innovative Advisory Group, LLC sold 484 Robinhood shares in Q4 2025, an estimated $69.3K.
Innovative Advisory Group, LLC first reported a position in Robinhood in Q4 2024 and held it in 4 quarters.
Innovative Advisory Group, LLC's Robinhood position peaked at $69.3K in Q3 2025.
1,399 funds tracked by Wall St. Rank held Robinhood as of Q4 2025.

Based on Innovative Advisory Group, LLC's 13F filing for Q4 2025, filed 23 Sep 2026.