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Portfolio (Quarterly) Guide ↗

Innovative Asset Advisors Group, LLC

· CIK 0002127147
13F Portfolio $229M AUM 287 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 93 Added 83 Reduced 813 Exited
Page 8 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 10,375.0 $287K 0.13% +100.0 +1.0% $27.65 +0.7%
142 MKSI MKS INC. COM Technology 642.0 $286K 0.12% -23.0 -3.5% $444.80 -42.4%
143 DELL DELL TECHNOLOGIES INC CL C Technology 660.0 $285K 0.12% +61.0 +10.2% $431.46 +6.0%
144 VMC VULCAN MATLS CO COM Basic Materials 958.0 $283K 0.12% +12.0 +1.3% $294.97 -8.6%
145 BAC BANK OF AMER CORP COM Financial Services 4,907.0 $280K 0.12% -1K -17.4% $56.98 +8.7%
146 AZO AUTOZONE INC COM Consumer Cyclical 84.0 $268K 0.12% -3.0 -3.5% $3195.94 -6.4%
147 A AGILENT TECHNOLOGIES INC COM Healthcare 2,010.0 $268K 0.12% +1K +110.0% $133.09 +15.4%
148 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,985.0 $266K 0.12% -1K -11.6% $33.29 +34.2%
149 GDXJ VANECK JUNIOR GOLD MINERS ETF 2,691.0 $264K 0.12% $98.25 +30.2%
150 NSC NORFOLK SOUTHN CORP COM Industrials 821.0 $258K 0.11% -9.0 -1.1% $314.69 +8.9%
151 APH AMPHENOL CORP CL A Technology 1,458.0 $257K 0.11% +1K +1678.0% $176.58 -10.2%
152 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 2,819.0 $248K 0.11% -149.0 -5.0% $87.89 +2.7%
153 GD GENERAL DYNAMICS CORP COM Industrials 697.0 $247K 0.11% +64.0 +10.1% $354.02 +4.9%
154 HIFS HINGHAM INSTN SVGS MASS COM Financial Services 801.0 $246K 0.11% NEW $307.07 -6.1%
155 CPSJ CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JULY 8,837.0 $244K 0.11% NEW $27.66 +1.0%
156 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 4,300.0 $243K 0.11% -600.0 -12.2% $56.48 +1.8%
157 CL COLGATE PALMOLIVE CO COM Consumer Defensive 2,608.0 $239K 0.10% -45.0 -1.7% $91.69 -2.0%
158 SOXX ISHARES SEMICONDUCTOR ETF 373.0 $239K 0.10% $640.76 -20.2%
159 UFO PROCURE SPACE ETF 4,700.0 $238K 0.10% +2K +62.1% $50.67 -13.9%
160 AMGN AMGEN INC COM Healthcare 656.0 $238K 0.10% +51.0 +8.4% $362.22 +18.7%
Page 8 of 15  ·  287 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 54.9%
Financial Services 11.2%
Industrials 11.0%
Consumer Cyclical 7.6%
Healthcare 5.1%
Communication Services 3.4%
Consumer Defensive 2.4%
Basic Materials 1.8%
Energy 1.8%
Utilities 0.8%