IAGL
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Innovative Advisory Group, LLC’s Procter & Gamble PG Stock Holding History

Innovative Advisory Group, LLC’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-477
Closed -$68.4K – 170
2025
Q4 		$68.4K Hold
477
– – 0.04% 62
2025
Q3 		$73.3K Hold
477
– – 0.05% 59
2025
Q2 		$76K Buy
477
+90
+23% +$14.7K 0.06% 55
2025
Q1 		$66K Hold
387
– – 0.06% 54
2024
Q4 		$64.9K Buy
+387
New +$65.9K 0.06% 53

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Vanguard Portfolio Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Innovative Advisory Group, LLC sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 477 shares — an estimated $68.4K sold.

Innovative Advisory Group, LLC first reported a position in PG in Q4 2024 and held it in 5 quarters. The position peaked at $76K in Q2 2025. 4,024 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 477 Procter & Gamble shares in Q1 2026, an estimated $68.4K.
  • Innovative Advisory Group, LLC first reported a position in Procter & Gamble in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Procter & Gamble position peaked at $76K in Q2 2025.
  • 4,024 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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