IAGL
IVF

Innovative Advisory Group, LLC’s INVO Fertility Inc IVF Stock Holding History

Innovative Advisory Group, LLC’s Portfolio IVF Stock Details IVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,366
Closed -$8.9K – 245
2025
Q4 		$8.9K Buy
+2,366
New +$41.2K 0.01% 140

Other funds holding IVF

Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

Innovative Advisory Group, LLC sold out of INVO Fertility Inc (IVF) in Q1 2026, closing a stake of 2,366 shares — an estimated $8.9K sold.

Innovative Advisory Group, LLC first reported a position in IVF in Q4 2025 and held it in 1 quarter. The position peaked at $8.9K in Q4 2025. 8 funds tracked by Wall St. Rank hold IVF as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining INVO Fertility Inc position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 2,366 INVO Fertility Inc shares in Q1 2026, an estimated $8.9K.
  • Innovative Advisory Group, LLC first reported a position in INVO Fertility Inc in Q4 2025 and held it in 1 quarter.
  • Innovative Advisory Group, LLC's INVO Fertility Inc position peaked at $8.9K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held INVO Fertility Inc as of Q1 2026.

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