IAGL
TWO

Innovative Advisory Group, LLC’s Two Harbors Investment TWO Stock Holding History

Innovative Advisory Group, LLC’s Portfolio TWO Stock Details TWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-350
Closed -$3.67K – 215
2025
Q4 		$3.67K Sell
350
-250
-42% -$2.5K ﹤0.01% 177
2025
Q3 		$5.92K Hold
600
– – ﹤0.01% 153
2025
Q2 		$6.46K Hold
600
– – 0.01% 145
2025
Q1 		$8.02K Hold
600
– – 0.01% 113
2024
Q4 		$7.1K Buy
+600
New +$7.26K 0.01% 118

Other funds holding TWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
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
SGCM
Sand Grove Capital Management London, United Kingdom $383M AUM 123.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Innovative Advisory Group, LLC sold out of Two Harbors Investment (TWO) in Q1 2026, closing a stake of 350 shares — an estimated $3.67K sold.

Innovative Advisory Group, LLC first reported a position in TWO in Q4 2024 and held it in 5 quarters. The position peaked at $8.02K in Q1 2025. 229 funds tracked by Wall St. Rank hold TWO as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Two Harbors Investment position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 350 Two Harbors Investment shares in Q1 2026, an estimated $3.67K.
  • Innovative Advisory Group, LLC first reported a position in Two Harbors Investment in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Two Harbors Investment position peaked at $8.02K in Q1 2025.
  • 229 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2026.

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