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Innovative Advisory Group, LLC’s Wheaton Precious Metals WPM Stock Holding History

Innovative Advisory Group, LLC’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-332
Closed -$39K – 230
2025
Q4 		$39K Sell
332
-126
-28% -$13.5K 0.02% 79
2025
Q3 		$51.2K Sell
458
-420
-48% -$41K 0.03% 74
2025
Q2 		$78.8K Hold
878
– – 0.07% 53
2025
Q1 		$68.2K Hold
878
– – 0.06% 53
2024
Q4 		$49.4K Buy
+878
New +$54.4K 0.04% 60

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Vanguard Capital Management
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Mirae Asset Global ETFs Holdings
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Royal Bank of Canada
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Bank of Montreal
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TD Asset Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Innovative Advisory Group, LLC sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 332 shares — an estimated $39K sold.

Innovative Advisory Group, LLC first reported a position in WPM in Q4 2024 and held it in 5 quarters. The position peaked at $78.8K in Q2 2025. 859 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 332 Wheaton Precious Metals shares in Q1 2026, an estimated $39K.
  • Innovative Advisory Group, LLC first reported a position in Wheaton Precious Metals in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Wheaton Precious Metals position peaked at $78.8K in Q2 2025.
  • 859 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

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