IAGL
TGI

Innovative Advisory Group, LLC’s Triumph Group TGI Stock Holding History

Innovative Advisory Group, LLC’s Portfolio TGI Stock Details TGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-52
Closed -$1.34K – 266
2025
Q2 		$1.34K Hold
52
– – ﹤0.01% 201
2025
Q1 		$1.32K Hold
52
– – ﹤0.01% 186
2024
Q4 		$970 Buy
+52
New +$864 ﹤0.01% 185

Other funds holding TGI

CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Innovative Advisory Group, LLC's TGI Position: Q3 2025 in Review

Innovative Advisory Group, LLC sold out of Triumph Group (TGI) in Q3 2025, closing a stake of 52 shares — an estimated $1.34K sold.

Innovative Advisory Group, LLC first reported a position in TGI in Q4 2024 and held it in 3 quarters. The position peaked at $1.34K in Q2 2025. 4 funds tracked by Wall St. Rank hold TGI as of Q3 2025.

  • Innovative Advisory Group, LLC reported no remaining Triumph Group position as of Q3 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 52 Triumph Group shares in Q3 2025, an estimated $1.34K.
  • Innovative Advisory Group, LLC first reported a position in Triumph Group in Q4 2024 and held it in 3 quarters.
  • Innovative Advisory Group, LLC's Triumph Group position peaked at $1.34K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Triumph Group as of Q3 2025.

Based on Innovative Advisory Group, LLC's 13F filing for Q3 2025, filed 23 Sep 2026.