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CIK: 0001630798
Total reported value
$212.5K
$212.5K
8 檔
75987.1%
According to the latest 13F quarterly dataset, Industrial Alliance Investment Management Inc. managed an equity portfolio of $212.5K at the end of Q1 2026, spanning 8 distinct U.S. exchange-listed positions.
During Q1 2026, Industrial Alliance Investment Management Inc. performed routine portfolio adjustments (0 new buys, 3 additions, 3 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 69.45% | +3.32% | +4.46% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.12% | -1.12% | -3.42% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.73% | -0.73% | -31.34% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.99% | -0.71% | — | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.23% | -0.52% | — | |
| 6 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.83% | -0.63% | -13.19% | |
| 7 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.59% | +0.34% | +121.58% | |
| 8 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.06% | +0.04% | +122.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +2.3% | +4.46% | Add |
| 2 | VCLT | Vanguard Long-term CORP Bond | +0.3% | +121.58% | Add |
| 3 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | — | Unchanged |
| 4 | VNQ | Vanguard Real Estate ETF | +0.3% | — | Unchanged |
| 5 | VGLT | Vanguard Long-term Treasury | 0% | +122.99% | Add |
| 6 | IEUR | Ishares Core Msci Europe ETF | -0.3% | -13.19% | Trim |
| 7 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -3.42% | Trim |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.6% | -31.34% | 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 8 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, VTI, SPY) accounted for 75987.1% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
VTI
前期市值: $21.9M
During Q1 2026, Industrial Alliance Investment Management Inc.'s top holdings by market value included QQQ (69.5%)、VTI (12.1%)、SPY (5.7%). The largest single position, QQQ, represented 69.5% of total portfolio value.
In Q1 2026, Industrial Alliance Investment Management Inc. made 6 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 3 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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