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Planning Strategies Inc.’s InvenTrust Properties IVT Stock Holding History

Planning Strategies Inc.’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 		$8.85K Buy
+250
New +$8.21K 0.01% 342

Other funds holding IVT

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Planning Strategies Inc.'s IVT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in InvenTrust Properties (IVT) in Q2 2026: 250 shares worth $8.85K. The stake represents 0.01% of the portfolio and ranks #342 among its holdings.

83 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Planning Strategies Inc. held 250 shares of InvenTrust Properties worth $8.85K as of Q2 2026.
  • InvenTrust Properties was a new Planning Strategies Inc. position in Q2 2026.
  • InvenTrust Properties made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #342 holding.
  • 83 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.