IAGL
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Innovative Advisory Group, LLC’s OR Royalties Inc OR Stock Holding History

Innovative Advisory Group, LLC’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-160
Closed -$5.66K – 163
2025
Q4 		$5.66K Hold
160
– – ﹤0.01% 154
2025
Q3 		$6.41K Hold
160
– – ﹤0.01% 150
2025
Q2 		$4.11K Hold
160
– – ﹤0.01% 164
2025
Q1 		$3.38K Hold
160
– – ﹤0.01% 149
2024
Q4 		$2.9K Buy
+160
New +$3.11K ﹤0.01% 146

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

Innovative Advisory Group, LLC sold out of OR Royalties Inc (OR) in Q1 2026, closing a stake of 160 shares — an estimated $5.66K sold.

Innovative Advisory Group, LLC first reported a position in OR in Q4 2024 and held it in 5 quarters. The position peaked at $6.41K in Q3 2025. 252 funds tracked by Wall St. Rank hold OR as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining OR Royalties Inc position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 160 OR Royalties Inc shares in Q1 2026, an estimated $5.66K.
  • Innovative Advisory Group, LLC first reported a position in OR Royalties Inc in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's OR Royalties Inc position peaked at $6.41K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2026.

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