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Invictus Private Wealth’s Ibotta IBTA Stock Holding History

Invictus Private Wealth’s Portfolio IBTA Stock Details IBTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,524
Closed -$239K – 91
2025
Q4 		$239K Sell
10,524
-3,628
-26% -$97.9K 0.01% 75
2025
Q3 		$394K Hold
14,152
– – 0.02% 59
2025
Q2 		$518K Hold
14,152
– – 0.04% 54
2025
Q1 		$597K Sell
14,152
-6,000
-30% -$351K 0.05% 48
2024
Q4 		$1.31M Buy
20,152
+14,922
+285% +$1.04M 0.1% 32
2024
Q3 		$322K Buy
+5,230
New +$317K 0.03% 72

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invictus Private Wealth's IBTA Position: Q1 2026 in Review

Invictus Private Wealth sold out of Ibotta (IBTA) in Q1 2026, closing a stake of 10,524 shares — an estimated $239K sold.

Invictus Private Wealth first reported a position in IBTA in Q3 2024 and held it in 6 quarters. The position peaked at $1.31M in Q4 2024. 132 funds tracked by Wall St. Rank hold IBTA as of Q1 2026.

  • Invictus Private Wealth reported no remaining Ibotta position as of Q1 2026 after selling out during the quarter.
  • Invictus Private Wealth sold 10,524 Ibotta shares in Q1 2026, an estimated $239K.
  • Invictus Private Wealth first reported a position in Ibotta in Q3 2024 and held it in 6 quarters.
  • Invictus Private Wealth's Ibotta position peaked at $1.31M in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Ibotta as of Q1 2026.

Based on Invictus Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.