IAGL
TPL icon

Innovative Advisory Group, LLC’s Texas Pacific Land TPL Stock Holding History

Innovative Advisory Group, LLC’s Portfolio TPL Stock Details TPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-45
Closed -$12.9K – 211
2025
Q4 		$12.9K Hold
45
– – 0.01% 121
2025
Q3 		$14K Buy
45
+18
+67% +$5.67K 0.01% 121
2025
Q2 		$9.51K Buy
27
+3
+13% +$1.23K 0.01% 133
2025
Q1 		$10.6K Hold
24
– – 0.01% 104
2024
Q4 		$8.85K Buy
+24
New +$9.81K 0.01% 109

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Innovative Advisory Group, LLC sold out of Texas Pacific Land (TPL) in Q1 2026, closing a stake of 45 shares — an estimated $12.9K sold.

Innovative Advisory Group, LLC first reported a position in TPL in Q4 2024 and held it in 5 quarters. The position peaked at $14K in Q3 2025. 866 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Texas Pacific Land position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 45 Texas Pacific Land shares in Q1 2026, an estimated $12.9K.
  • Innovative Advisory Group, LLC first reported a position in Texas Pacific Land in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Texas Pacific Land position peaked at $14K in Q3 2025.
  • 866 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

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