Meriwether Wealth & Planning’s InvenTrust Properties IVT Stock Holding History

Meriwether Wealth & Planning’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 Q3	$6.39K	Buy	+212	New	+$7.1K	﹤0.01%	479

Other funds holding IVT

Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Meriwether Wealth & Planning's IVT Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in InvenTrust Properties (IVT) in Q3 2026: 212 shares worth $6.39K. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings.

85 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

Meriwether Wealth & Planning held 212 shares of InvenTrust Properties worth $6.39K as of Q3 2026.
InvenTrust Properties was a new Meriwether Wealth & Planning position in Q3 2026.
InvenTrust Properties made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #479 holding.
85 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.