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CIK: 0001630798
Total reported value
$212.5K
$212.5K
5 檔
65378.8%
At the close of Q1 2024, Industrial Alliance Investment Management Inc. disclosed equity holdings valued at approximately $212.5K, spread across 5 reported holdings.
During Q1 2024, Industrial Alliance Investment Management Inc. performed routine portfolio adjustments (0 new buys, 2 additions, 2 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, VEU) accounted for 65378.8% of total reported equity market value during Q1 2024.
Top Position Liquidated / Trimmed
SPY
前期市值: $52.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 39.87% | -0.73% | -3.14% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 35.76% | +3.32% | +12.95% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 16.07% | -0.52% | +0.39% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.86% | -0.71% | — | |
| 5 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.44% | -0.63% | -20.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +3.6% | +12.95% | Add |
| 2 | VNQ | Vanguard Real Estate ETF | -0.7% | — | Unchanged |
| 3 | IEUR | Ishares Core Msci Europe ETF | -0.8% | -20.26% | Trim |
| 4 | VEU | Vanguard Ftse All-world Ex-u | -0.8% | +0.39% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.3% | -3.14% | Trim |
According to official SEC Form 13F filings, Industrial Alliance Investment Management Inc. reported a total U.S. public equity portfolio value of $212.5K across 5 disclosed positions in Q1 2024.
During Q1 2024, Industrial Alliance Investment Management Inc.'s top holdings by market value included SPY (39.9%)、QQQ (35.8%)、VEU (16.1%). The largest single position, SPY, represented 39.9% of total portfolio value.
In Q1 2024, Industrial Alliance Investment Management Inc. made 4 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 2 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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