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Innovative Advisory Group, LLC’s Western Union WU Stock Holding History

Innovative Advisory Group, LLC’s Portfolio WU Stock Details WU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-500
Closed -$4.66K – 232
2025
Q4 		$4.66K Hold
500
– – ﹤0.01% 159
2025
Q3 		$4K Hold
500
– – ﹤0.01% 169
2025
Q2 		$4.21K Hold
500
– – ﹤0.01% 163
2025
Q1 		$5.29K Hold
500
– – 0.01% 129
2024
Q4 		$5.3K Buy
+500
New +$5.54K ﹤0.01% 122

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Capital Research Global Investors
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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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Innovative Advisory Group, LLC sold out of Western Union (WU) in Q1 2026, closing a stake of 500 shares — an estimated $4.66K sold.

Innovative Advisory Group, LLC first reported a position in WU in Q4 2024 and held it in 5 quarters. The position peaked at $5.3K in Q4 2024. 512 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 500 Western Union shares in Q1 2026, an estimated $4.66K.
  • Innovative Advisory Group, LLC first reported a position in Western Union in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Western Union position peaked at $5.3K in Q4 2024.
  • 512 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

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