IAGL
LODE icon

Innovative Advisory Group, LLC’s Comstock LODE Stock Holding History

Innovative Advisory Group, LLC’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-60
Closed -$205 – 260
2025
Q3 		$205 Hold
60
– – ﹤0.01% 240
2025
Q2 		$227 Hold
60
– – ﹤0.01% 236
2025
Q1 		$146 Hold
60
– – ﹤0.01% 227
2024
Q4 		$480 Buy
+60
New +$256 ﹤0.01% 200

Other funds holding LODE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FPC
Flax Pond Capital Falmouth, Massachusetts $143M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Innovative Advisory Group, LLC sold out of Comstock (LODE) in Q4 2025, closing a stake of 60 shares — an estimated $205 sold.

Innovative Advisory Group, LLC first reported a position in LODE in Q4 2024 and held it in 4 quarters. The position peaked at $480 in Q4 2024. 71 funds tracked by Wall St. Rank hold LODE as of Q4 2025.

  • Innovative Advisory Group, LLC reported no remaining Comstock position as of Q4 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 60 Comstock shares in Q4 2025, an estimated $205.
  • Innovative Advisory Group, LLC first reported a position in Comstock in Q4 2024 and held it in 4 quarters.
  • Innovative Advisory Group, LLC's Comstock position peaked at $480 in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Comstock as of Q4 2025.

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