Focus Financial Network’s InvenTrust Properties IVT Stock Holding History

Focus Financial Network’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	$239K	Sell	6,760 -205	-3%	-$6.73K	0.01%	675
2026 Q1	$212K	Sell	6,965 -801	-10%	-$24.1K	0.01%	687
2025 Q4	$219K	Buy	+7,766	New	+$219K	0.01%	677
2025 Q3	–	Sell	-7,395	Closed	-$203K	–	756
2025 Q2	$203K	Sell	7,395 -2,036	-22%	-$56.6K	0.01%	689
2025 Q1	$277K	Sell	9,431 -951	-9%	-$28K	0.01%	572
2024 Q4	$313K	Sell	10,382 -1,664	-14%	-$50.1K	0.01%	537
2024 Q3	$344K	Sell	12,046 -111	-0.9%	-$3.08K	0.01%	506
2024 Q2	$324K	Sell	12,157 -849	-7%	-$21K	0.01%	507
2024 Q1	$319K	Buy	+13,006	New	+$328K	0.02%	477
2023 Q4	–	Sell	-26,693	Closed	-$641K	–	731
2023 Q3	$641K	Buy	26,693 +131	+0.5%	+$3.15K	0.04%	306
2023 Q2	$620K	Sell	26,562 -4,210	-14%	-$95K	0.03%	318
2023 Q1	$727K	Buy	30,772 +610	+2%	+$14.4K	0.05%	281
2022 Q4	$720K	Sell	30,162 -3,275	-10%	-$78.2K	0.06%	229
2022 Q3	$720K	Buy	33,437 +1,410	+4%	+$37.4K	0.06%	232
2022 Q2	$833K	Buy	32,027 +9,259	+41%	+$271K	0.07%	221
2022 Q1	$705K	Sell	22,768 -28,038	-55%	-$763K	0.05%	250
2021 Q4	$1.4M	Buy	+50,806	New	+$1.28M	0.2%	108

Other funds holding IVT

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Longboard Asset Management Phoenix, Arizona $5.96M AUM 32.27% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return