Innovative Advisory Group, LLC’s NIO NIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-40	Closed	-$204	–	154
2025 Q4	$204	Hold	40	–	–	﹤0.01%	232
2025 Q3	$305	Hold	40	–	–	﹤0.01%	236
2025 Q2	$137	Hold	40	–	–	﹤0.01%	241
2025 Q1	$152	Hold	40	–	–	﹤0.01%	226
2024 Q4	$174	Buy	+40	New	+$204	﹤0.01%	219

Other funds holding NIO

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Innovative Advisory Group, LLC sold out of NIO (NIO) in Q1 2026, closing a stake of 40 shares — an estimated $204 sold.

Innovative Advisory Group, LLC first reported a position in NIO in Q4 2024 and held it in 5 quarters. The position peaked at $305 in Q3 2025. 434 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining NIO position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 40 NIO shares in Q1 2026, an estimated $204.
Innovative Advisory Group, LLC first reported a position in NIO in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's NIO position peaked at $305 in Q3 2025.
434 funds tracked by Wall St. Rank held NIO as of Q1 2026.

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