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Certified Advisory Corp’s InvenTrust Properties IVT Stock Holding History

Certified Advisory Corp’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
Q2 		$319K Buy
8,997
+257
+3% +$8.44K 0.03% 266
2026
Q1 		$266K Sell
8,740
-155
-2% -$4.67K 0.02% 277
2025
Q4 		$251K Buy
8,895
+7
+0.1% +$197 0.02% 289
2025
Q3 		$254K Sell
8,888
-213
-2% -$6.04K 0.02% 280
2025
Q2 		$249K Sell
9,101
-6,246
-41% -$174K 0.03% 279
2025
Q1 		$451K Sell
15,347
-347
-2% -$10.2K 0.05% 199
2024
Q4 		$473K Sell
15,694
-1,264
-7% -$38K 0.05% 196
2024
Q3 		$481K Sell
16,958
-2,860
-14% -$79.3K 0.05% 195
2024
Q2 		$491K Sell
19,818
-2,957
-13% -$73.1K 0.06% 183
2024
Q1 		$586K Sell
22,775
-6,271
-22% -$158K 0.08% 166
2023
Q4 		$736K Sell
29,046
-3,252
-10% -$81.1K 0.11% 145
2023
Q3 		$769K Sell
32,298
-571
-2% -$13.7K 0.14% 128
2023
Q2 		$761K Sell
32,869
-1,808
-5% -$40.8K 0.14% 129
2023
Q1 		$811K Sell
34,677
-2,490
-7% -$58.8K 0.14% 136
2022
Q4 		$880K Sell
37,167
-13,524
-27% -$323K 0.17% 128
2022
Q3 		$1.08M Sell
50,691
-5,140
-9% -$136K 0.25% 100
2022
Q2 		$1.44M Sell
55,831
-4,684
-8% -$137K 0.32% 81
2022
Q1 		$1.86M Buy
+60,515
New +$1.65M 0.4% 71

Other funds holding IVT

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Certified Advisory Corp's IVT Position: Q2 2026 in Review

Certified Advisory Corp increased its InvenTrust Properties (IVT) stake by 2.9% in Q2 2026, buying an estimated $8.44K and bringing the position to 8,997 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #266.

Certified Advisory Corp first reported a position in IVT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.86M in Q1 2022. 68 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Certified Advisory Corp held 8,997 shares of InvenTrust Properties worth $319K as of Q2 2026.
  • Certified Advisory Corp bought 257 InvenTrust Properties shares in Q2 2026, an estimated $8.44K.
  • InvenTrust Properties made up 0.03% of Certified Advisory Corp's portfolio in Q2 2026, its #266 holding.
  • Certified Advisory Corp first reported a position in InvenTrust Properties in Q1 2022 and has held it in 18 quarters since.
  • Certified Advisory Corp's InvenTrust Properties position peaked at $1.86M in Q1 2022.
  • 68 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.