Innovative Asset Advisors Group, LLC
All 13F Filings
- Location
- Shelton, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 228,574
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 287 | 228,574 | 13F-HR | Innovative Asset Advisors Group, LLC |
| Q1 2026 | 5/12/2026 | 1,039 | 173,174 | 13F-HR | Innovative Asset Advisors Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 160.9 K | 70.4% | 29.2 K | 0 | 29.2 K |
| ETFs | 66.14 K | 28.9% | 24.67 K | 0 | 24.67 K |
| Debt | 1.466 K | 0.6% | 1.466 K | 0 | 1.466 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
228,574
Holdings
287
QoQ value change ($000)
55,400
(32.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.