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Portfolio (Quarterly) Guide ↗

Innovative Asset Advisors Group, LLC

· CIK 0002127147
13F Portfolio $173M AUM 1,040 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 1039 New
Page 17 of 52  ·  1,039 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TOTALENERGIES SE ACT 519.0 $48K 0.03% NEW $91.98
322 MCK MCKESSON CORP COM Healthcare 55.0 $48K 0.03% NEW $865.95 -12.9%
323 CE CELANESE CORP DEL COM Basic Materials 724.0 $48K 0.03% NEW $65.77 -20.4%
324 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 559.0 $47K 0.03% NEW $84.60 +3.6%
325 DD DUPONT DE NEMOURS INC COM Basic Materials 1,028.0 $47K 0.03% NEW $45.81 +8.0%
326 BPOP POPULAR INC COM NEW Financial Services 348.0 $47K 0.03% NEW $134.92 +12.7%
327 SPG SIMON PPTY GROUP INC NEW COM Real Estate 251.0 $47K 0.03% NEW $186.53 +10.9%
328 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 800.0 $47K 0.03% NEW $58.18 +15.5%
329 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 1,223.0 $46K 0.03% NEW $37.83 +1.5%
330 TECH BIO-TECHNE CORP COM Healthcare 882.0 $46K 0.03% NEW $52.26 -8.2%
331 FORTINET INC COM 564.0 $46K 0.03% NEW $81.72
332 PEGA PEGASYSTEMS INC COM Technology 1,079.0 $46K 0.03% NEW $42.56 -19.3%
333 OC OWENS CORNING NEW COM Industrials 415.0 $45K 0.03% NEW $108.95 +10.2%
334 PAYX PAYCHEX INC COM Industrials 478.0 $44K 0.03% NEW $92.12 +2.9%
335 MEG ONTERRIS INC COM Industrials 2,000.0 $44K 0.03% NEW $21.89 -24.0%
336 PENN PENN ENTERTAINMENT INC COM Consumer Cyclical 2,905.0 $44K 0.03% NEW $15.03 +13.5%
337 NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 3,294.0 $43K 0.03% NEW $13.09 +4.9%
338 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 96.0 $43K 0.03% NEW $446.54 -2.4%
339 EPR EPR PPTYS COM SH BEN INT Real Estate 849.0 $43K 0.03% NEW $50.27 +17.7%
340 XMAG DEFIANCE LARGE CAP EX-MAG 7 ETF 1,900.0 $42K 0.02% NEW $22.22 +12.2%
Page 17 of 52  ·  1,039 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.5%
Industrials 11.4%
Financial Services 9.4%
Consumer Cyclical 9.1%
Communication Services 6.9%
Healthcare 6.4%
Consumer Defensive 3.4%
Energy 3.4%
Basic Materials 2.5%
Utilities 1.6%