account_balance
Investment manager · 13F filer · SEC CIK 1964922
Ipsen Advisor Group LLC
Reported value$147Mas of Sep 30, 2026
Positions105 0 new, 2 sold out
Top 10 weight39.7%IMCV alone is 5%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IMCViShares Tr
5.2%Trimmed −3%
IMCGiShares Tr
4.9%Trimmed −4%
ISCGiShares Tr
4.6%Trimmed −3%
JPSEJ P Morgan Exchange Traded F
4.3%Trimmed −3%
ILCGiShares Tr
4.2%
RWKInvesco Exch Traded Fd Tr II
4.1%Trimmed −3%
FBNDFidelity Merrimack STR Tr
3.2%
DBEFDBX ETF Tr
3.2%Trimmed −4%
HSCZiShares Tr
3.0%
INTFiShares Tr
2.9%
ISCViShares Tr
2.7%Trimmed −4%
ILCViShares Tr
2.5%Trimmed −5%
IMCViShares Tr
5.2%−3%
IMCGiShares Tr
4.9%
ISCGiShares Tr
4.6%
JPSEJ P Morgan Exchange Traded F
4.3%Trimmed −3%
ILCGiShares Tr
4.2%
RWKInvesco Exch Traded Fd Tr II
4.1%Trimmed −3%
FBNDFidelity Merrimack STR Tr
3.2%
DBEFDBX ETF Tr
3.2%
HSCZiShares Tr
3.0%
INTFiShares Tr
2.9%
ISCViShares Tr
2.7%
ILCViShares Tr
2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IMCV iShares Tr 5.2% Trimmed −3%
IMCG iShares Tr 4.9% Trimmed −4%
ISCG iShares Tr 4.6% Trimmed −3%
JPSE J P Morgan Exchange Traded F 4.3% Trimmed −3%
ILCG iShares Tr 4.2% Held
RWK Invesco Exch Traded Fd Tr II 4.1% Trimmed −3%
FBND Fidelity Merrimack STR Tr 3.2% Held
DBEF DBX ETF Tr 3.2% Trimmed −4%
HSCZ iShares Tr 3.0% Held
INTF iShares Tr 2.9% Held
ISCV iShares Tr 2.7% Trimmed −4%
ILCV iShares Tr 2.5% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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