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

Tectonic 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	$222K	Hold	7,760	–	–	0.01%	271
2026 Q2	$232K	Buy	+7,760	New	+$218K	0.01%	271

Other funds holding IVSS

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

Tectonic Advisors's IVSS Position: Q3 2026 in Review

Tectonic Advisors held its Applied Finance IVS US SMID ETF (IVSS) position steady in Q3 2026 at 7,760 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #271.

Tectonic Advisors first reported a position in IVSS in Q2 2026 and has held it in 2 quarters since. The position peaked at $232K in Q2 2026. 5 funds tracked by Wall St. Rank hold IVSS as of Q3 2026.

Tectonic Advisors held 7,760 shares of Applied Finance IVS US SMID ETF worth $222K as of Q3 2026.
Tectonic Advisors left its Applied Finance IVS US SMID ETF share count unchanged in Q3 2026.
Applied Finance IVS US SMID ETF made up 0.01% of Tectonic Advisors's portfolio in Q3 2026, its #271 holding.
Tectonic Advisors first reported a position in Applied Finance IVS US SMID ETF in Q2 2026 and has held it in 2 quarters since.
Tectonic Advisors's Applied Finance IVS US SMID ETF position peaked at $232K in Q2 2026.
5 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q3 2026.

Based on Tectonic Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.