Innovative Advisory Group, LLC’s MarketWise MKTW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-180	Closed	-$2.7K	–	146
2025 Q4	$2.7K	Hold	180	–	–	﹤0.01%	186
2025 Q3	$2.98K	Hold	180	–	–	﹤0.01%	181
2025 Q2	$3.56K	Hold	180	–	–	﹤0.01%	170
2025 Q1	$1.78K	Hold	180	–	–	﹤0.01%	168
2024 Q4	$2.04K	Buy	+180	New	+$2.01K	﹤0.01%	162

Other funds holding MKTW

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

SRB

Sid R. Bass $2.6M AUM

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

Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

MIM

MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

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

Innovative Advisory Group, LLC sold out of MarketWise (MKTW) in Q1 2026, closing a stake of 180 shares — an estimated $2.7K sold.

Innovative Advisory Group, LLC first reported a position in MKTW in Q4 2024 and held it in 5 quarters. The position peaked at $3.56K in Q2 2025. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining MarketWise position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 180 MarketWise shares in Q1 2026, an estimated $2.7K.
Innovative Advisory Group, LLC first reported a position in MarketWise in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's MarketWise position peaked at $3.56K in Q2 2025.
52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

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