Ipsen Advisor Group LLC: 13F holdings
CIK 19649222026Q2
| Positions | 107 |
|---|
| Reported value | $155.5m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 107 (+3 vs prior quarter) |
|---|
| Reported value | $155.5m (+8.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IMCG ISHARES TR | 80,652 | $7.9m | 5.1% |
| IMCV ISHARES TR | 85,523 | $7.8m | 5.0% |
| ISCG ISHARES TR | 115,986 | $7.6m | 4.9% |
| JPSE J P MORGAN EXCHANGE TRADED F | 116,107 | $7.0m | 4.5% |
| RWK INVESCO EXCH TRADED FD TR II | 45,186 | $6.6m | 4.3% |
| ILCG ISHARES TR | 52,862 | $6.2m | 4.0% |
| DBEF DBX ETF TR | 90,144 | $4.9m | 3.2% |
| FBND FIDELITY MERRIMACK STR TR | 108,249 | $4.9m | 3.2% |
| ISHARES TR | 102,597 | $4.4m | 2.8% |
| IJH ISHARES TR | 55,971 | $4.4m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964922")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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