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Innovative Advisory Group, LLC’s PENN Entertainment PENN Stock Holding History

Innovative Advisory Group, LLC’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-103
Closed -$1.98K – 262
2025
Q3 		$1.98K Hold
103
– – ﹤0.01% 197
2025
Q2 		$1.84K Hold
103
– – ﹤0.01% 193
2025
Q1 		$1.68K Hold
103
– – ﹤0.01% 173
2024
Q4 		$2.04K Buy
+103
New +$2.02K ﹤0.01% 163

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

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

Innovative Advisory Group, LLC sold out of PENN Entertainment (PENN) in Q4 2025, closing a stake of 103 shares — an estimated $1.98K sold.

Innovative Advisory Group, LLC first reported a position in PENN in Q4 2024 and held it in 4 quarters. The position peaked at $2.04K in Q4 2024. 359 funds tracked by Wall St. Rank hold PENN as of Q4 2025.

  • Innovative Advisory Group, LLC reported no remaining PENN Entertainment position as of Q4 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 103 PENN Entertainment shares in Q4 2025, an estimated $1.98K.
  • Innovative Advisory Group, LLC first reported a position in PENN Entertainment in Q4 2024 and held it in 4 quarters.
  • Innovative Advisory Group, LLC's PENN Entertainment position peaked at $2.04K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2025.

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