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Innovative Advisory Group, LLC’s Paysafe PSFE Stock Holding History

Innovative Advisory Group, LLC’s Portfolio PSFE Stock Details PSFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24
Closed -$310 – 263
2025
Q3 		$310 Hold
24
– – ﹤0.01% 235
2025
Q2 		$303 Hold
24
– – ﹤0.01% 233
2025
Q1 		$377 Hold
24
– – ﹤0.01% 213
2024
Q4 		$410 Buy
+24
New +$486 ﹤0.01% 204

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BlackRock
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FPM
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Charles Schwab
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Jacobs Levy Equity Management
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Innovative Advisory Group, LLC's PSFE Position: Q4 2025 in Review

Innovative Advisory Group, LLC sold out of Paysafe (PSFE) in Q4 2025, closing a stake of 24 shares — an estimated $310 sold.

Innovative Advisory Group, LLC first reported a position in PSFE in Q4 2024 and held it in 4 quarters. The position peaked at $410 in Q4 2024. 146 funds tracked by Wall St. Rank hold PSFE as of Q4 2025.

  • Innovative Advisory Group, LLC reported no remaining Paysafe position as of Q4 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 24 Paysafe shares in Q4 2025, an estimated $310.
  • Innovative Advisory Group, LLC first reported a position in Paysafe in Q4 2024 and held it in 4 quarters.
  • Innovative Advisory Group, LLC's Paysafe position peaked at $410 in Q4 2024.
  • 146 funds tracked by Wall St. Rank held Paysafe as of Q4 2025.

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