Old Port Advisors
IVSS icon

Old Port Advisors’s Applied Finance IVS US SMID ETF IVSS Stock Holding History

Old Port Advisors’s Portfolio IVSS Stock Details IVSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$249K Buy
+8,695
New +$262K 0.05% 240

Other funds holding IVSS

EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Old Port Advisors's IVSS Position: Q3 2026 in Review

Old Port Advisors opened a new position in Applied Finance IVS US SMID ETF (IVSS) in Q3 2026: 8,695 shares worth $249K. The stake represents 0.05% of the portfolio and ranks #240 among its holdings.

7 funds tracked by Wall St. Rank hold IVSS as of Q3 2026.

  • Old Port Advisors held 8,695 shares of Applied Finance IVS US SMID ETF worth $249K as of Q3 2026.
  • Applied Finance IVS US SMID ETF was a new Old Port Advisors position in Q3 2026.
  • Applied Finance IVS US SMID ETF made up 0.05% of Old Port Advisors's portfolio in Q3 2026, its #240 holding.
  • 7 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q3 2026.

Based on Old Port Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.