GPS Wealth Strategies Group’s InvenTrust Properties IVT Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-455	Closed	-$13K	–	1072
2025 Q3	$13K	Hold	455	–	–	﹤0.01%	1023
2025 Q2	$12.5K	Hold	455	–	–	﹤0.01%	974
2025 Q1	$13.4K	Hold	455	–	–	﹤0.01%	934
2024 Q4	$13.7K	Hold	455	–	–	﹤0.01%	880
2024 Q3	$12.9K	Buy	455 +70	+18%	+$1.94K	﹤0.01%	896
2024 Q2	$9.53K	Hold	385	–	–	﹤0.01%	925
2024 Q1	$9.9K	Hold	385	–	–	﹤0.01%	861
2023 Q4	$9.76K	Hold	385	–	–	﹤0.01%	843
2023 Q3	$9.17K	Hold	385	–	–	﹤0.01%	855
2023 Q2	$8.91K	Hold	385	–	–	﹤0.01%	866
2023 Q1	$9.01K	Buy	+385	New	+$9.09K	﹤0.01%	861
2022 Q4	–	Sell	-385	Closed	-$8K	–	608
2022 Q3	$8K	Hold	385	–	–	﹤0.01%	809
2022 Q2	$10K	Buy	+385	New	+$11.3K	﹤0.01%	759
2022 Q1	–	Sell	-385	Closed	-$10K	–	1083
2021 Q4	$10K	Buy	+385	New	+$9.72K	﹤0.01%	733

Other funds holding IVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

GPS Wealth Strategies Group's IVT Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of InvenTrust Properties (IVT) in Q4 2025, closing a stake of 455 shares — an estimated $13K sold.

GPS Wealth Strategies Group first reported a position in IVT in Q4 2021 and held it in 14 quarters. The position peaked at $13.7K in Q4 2024. 300 funds tracked by Wall St. Rank hold IVT as of Q4 2025.

GPS Wealth Strategies Group reported no remaining InvenTrust Properties position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 455 InvenTrust Properties shares in Q4 2025, an estimated $13K.
GPS Wealth Strategies Group first reported a position in InvenTrust Properties in Q4 2021 and held it in 14 quarters.
GPS Wealth Strategies Group's InvenTrust Properties position peaked at $13.7K in Q4 2024.
300 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.