Superior Planning, LLC’s InvenTrust Properties IVT Stock Holding History

Superior Planning, LLC’s Portfolio IVT Stock Details IVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.57K	Buy	+52	New	+$1.74K	﹤0.01%	1632

Other funds holding IVT

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Superior Planning, LLC's IVT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in InvenTrust Properties (IVT) in Q3 2026: 52 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #1632 among its holdings.

234 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

Superior Planning, LLC held 52 shares of InvenTrust Properties worth $1.57K as of Q3 2026.
InvenTrust Properties was a new Superior Planning, LLC position in Q3 2026.
InvenTrust Properties made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1632 holding.
234 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.