IAGL
RC

Innovative Advisory Group, LLC’s Ready Capital RC Stock Holding History

Innovative Advisory Group, LLC’s Portfolio RC Stock Details RC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,252
Closed -$7.09K – 179
2025
Q4 		$7.09K Sell
3,252
-1,132
-26% -$3.17K ﹤0.01% 144
2025
Q3 		$17K Hold
4,384
– – 0.01% 112
2025
Q2 		$19.2K Hold
4,384
– – 0.02% 100
2025
Q1 		$22.3K Hold
4,384
– – 0.02% 80
2024
Q4 		$29.9K Buy
+4,384
New +$31.5K 0.03% 75

Other funds holding RC

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UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
WAM
Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Innovative Advisory Group, LLC sold out of Ready Capital (RC) in Q1 2026, closing a stake of 3,252 shares — an estimated $7.09K sold.

Innovative Advisory Group, LLC first reported a position in RC in Q4 2024 and held it in 5 quarters. The position peaked at $29.9K in Q4 2024. 242 funds tracked by Wall St. Rank hold RC as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Ready Capital position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 3,252 Ready Capital shares in Q1 2026, an estimated $7.09K.
  • Innovative Advisory Group, LLC first reported a position in Ready Capital in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Ready Capital position peaked at $29.9K in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Ready Capital as of Q1 2026.

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