IAGL
RUM icon

Innovative Advisory Group, LLC’s RUM Group Inc RUM Stock Holding History

Innovative Advisory Group, LLC’s Portfolio RUM Stock Details RUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-400
Closed -$2.53K – 184
2025
Q4 		$2.53K Hold
400
– – ﹤0.01% 189
2025
Q3 		$2.9K Hold
400
– – ﹤0.01% 182
2025
Q2 		$3.59K Hold
400
– – ﹤0.01% 169
2025
Q1 		$2.83K Hold
400
– – ﹤0.01% 153
2024
Q4 		$5.2K Buy
+400
New +$2.85K ﹤0.01% 124

Other funds holding RUM

CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Innovative Advisory Group, LLC sold out of RUM Group Inc (RUM) in Q1 2026, closing a stake of 400 shares — an estimated $2.53K sold.

Innovative Advisory Group, LLC first reported a position in RUM in Q4 2024 and held it in 5 quarters. The position peaked at $5.2K in Q4 2024. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining RUM Group Inc position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 400 RUM Group Inc shares in Q1 2026, an estimated $2.53K.
  • Innovative Advisory Group, LLC first reported a position in RUM Group Inc in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's RUM Group Inc position peaked at $5.2K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

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