Significant Wealth Partners’s InvenTrust Properties IVT Stock Holding History

Significant Wealth Partners’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 Q2	$481K	Buy	13,582 +323	+2%	+$10.6K	0.52%	58
2026 Q1	$404K	Buy	13,259 +654	+5%	+$19.7K	0.5%	60
2025 Q4	$356K	Sell	12,605 -14,251	-53%	-$401K	0.4%	37
2025 Q3	$769K	Buy	26,856 +4,071	+18%	+$115K	0.38%	24
2025 Q2	$624K	Buy	22,785 +1,298	+6%	+$36.1K	0.31%	25
2025 Q1	$631K	Buy	21,487 +3,380	+19%	+$99.6K	0.32%	19
2024 Q4	$546K	Buy	+18,107	New	+$545K	0.28%	21

Other funds holding IVT

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Longboard Asset Management Phoenix, Arizona $5.96M AUM 32.27% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return