ITIM
SPE

Indiana Trust & Investment Management’s Special Opportunities Fund SPE Stock Holding History

Indiana Trust & Investment Management’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$350 Hold
26
– – ﹤0.01% 466
2026
Q1 		$358 Sell
26
-784
-97% -$11.5K ﹤0.01% 480
2025
Q4 		$11.9K Buy
+810
New +$11.8K ﹤0.01% 396

Other funds holding SPE

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $513M AUM 23.32% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Indiana Trust & Investment Management's SPE Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Special Opportunities Fund (SPE) position steady in Q2 2026 at 26 shares worth $350. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Indiana Trust & Investment Management first reported a position in SPE in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.9K in Q4 2025. 13 funds tracked by Wall St. Rank hold SPE as of Q2 2026.

  • Indiana Trust & Investment Management held 26 shares of Special Opportunities Fund worth $350 as of Q2 2026.
  • Indiana Trust & Investment Management left its Special Opportunities Fund share count unchanged in Q2 2026.
  • Special Opportunities Fund made up ﹤0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #466 holding.
  • Indiana Trust & Investment Management first reported a position in Special Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Indiana Trust & Investment Management's Special Opportunities Fund position peaked at $11.9K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.