Skip to content
Disclosery

Innovative Advisory Group, LLC: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Innovative Advisory Group, LLC on JEPQ, newest first. How the timeline and the estimate are built.

Innovative Advisory Group, LLC held 14,105 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-09-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,105 shares
    Change vs previous 13F -3,706 shares

    0.66% of the 13F portfolio, value $866,863.

    13F-HR 0001754960-26-000803 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 17,811 shares
    Change vs previous 13F -3,563 shares

    0.87% of the 13F portfolio, value $988,878.

    13F-HR 0001754960-26-000804 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 21,374 shares
    Change vs previous 13F +1,926 shares

    0.81% of the 13F portfolio, value $1,242,265.

    13F-HR 0001754960-26-000810 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F 19,448 shares
    Change vs previous 13F +2,418 shares

    0.73% of the 13F portfolio, value $1,118,634.

    13F-HR 0001754960-26-000809 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 17,030 shares
    Change vs previous 13F +3,920 shares

    0.79% of the 13F portfolio, value $926,448.

    13F-HR 0001754960-26-000808 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 13,110 shares
    Change vs previous 13F +6,604 shares

    0.64% of the 13F portfolio, value $678,846.

    13F-HR 0001754960-26-000807 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 6,506 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $366,793.

    13F-HR 0001754960-26-000806 filed by Innovative Advisory Group, LLC
    Accepted , ingested