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Innovative Advisory Group, LLC’s Annaly Capital Management NLY Stock Holding History

Innovative Advisory Group, LLC’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-37
Closed -$827 – 156
2025
Q4 		$827 Hold
37
– – ﹤0.01% 220
2025
Q3 		$748 Hold
37
– – ﹤0.01% 225
2025
Q2 		$696 Hold
37
– – ﹤0.01% 220
2025
Q1 		$751 Hold
37
– – ﹤0.01% 201
2024
Q4 		$677 Buy
+37
New +$723 ﹤0.01% 192

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BlackRock
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Vanguard Capital Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Innovative Advisory Group, LLC sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 37 shares — an estimated $827 sold.

Innovative Advisory Group, LLC first reported a position in NLY in Q4 2024 and held it in 5 quarters. The position peaked at $827 in Q4 2025. 777 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 37 Annaly Capital Management shares in Q1 2026, an estimated $827.
  • Innovative Advisory Group, LLC first reported a position in Annaly Capital Management in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Annaly Capital Management position peaked at $827 in Q4 2025.
  • 777 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

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