Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ipsen Advisor Group LLC (CIK 1964922) reported $142.9M across 104 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IMCV ($7.2M, 5.04%), IMCG ($6.3M, 4.44%), ISCG ($6.3M, 4.43%), JPSE ($6.1M, 4.24%), RWK ($5.9M, 4.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IMCV | ISHARES TR | $7.2M | 5.04% | 84,934 | Added |
| 2 | IMCG | ISHARES TR | $6.3M | 4.44% | 80,501 | Added |
| 3 | ISCG | ISHARES TR | $6.3M | 4.43% | 115,493 | Added |
| 4 | JPSE | J P MORGAN EXCHANGE TRADED F | $6.1M | 4.24% | 115,584 | Added |
| 5 | RWK | INVESCO EXCH TRADED FD TR II | $5.9M | 4.14% | 46,159 | Added |
| 6 | ILCG | ISHARES TR | $5.0M | 3.53% | 52,828 | Trimmed |
| 7 | FBND | FIDELITY MERRIMACK STR TR | $4.8M | 3.38% | 105,919 | Added |
| 8 | DBEF | DBX ETF TR | $4.4M | 3.08% | 89,244 | Trimmed |
| 9 | HSCZ | ISHARES TR | $4.1M | 2.84% | 102,207 | Trimmed |
| 10 | ISCV | ISHARES TR | $3.9M | 2.71% | 55,811 | Trimmed |
| 11 | INTF | ISHARES TR | $3.8M | 2.69% | 98,778 | Added |
| 12 | FLO | FLOWERS FOODS INC | $3.6M | 2.53% | 443,439 | Hold |
| 13 | COPX | GLOBAL X FDS | $3.0M | 2.13% | 39,828 | Trimmed |
| 14 | LIT | GLOBAL X FDS | $2.8M | 1.93% | 37,105 | Trimmed |
| 15 | SDVY | FIRST TR EXCHANGE TRADED FD | $2.6M | 1.80% | 65,234 | Added |
| 16 | AAPL | APPLE INC | $2.5M | 1.77% | 9,969 | Added |
| 17 | NOBL | PROSHARES TR | $2.5M | 1.72% | 23,234 | Added |
| 18 | JAAA | JANUS DETROIT STR TR | $2.4M | 1.70% | 48,126 | Added |
| 19 | BUFR | FIRST TR EXCHNG TRADED FD VI | $2.3M | 1.59% | 67,364 | Added |
| 20 | IAU | ISHARES GOLD TR | $2.3M | 1.58% | 25,691 | Trimmed |
| 21 | WMT | WALMART INC | $2.2M | 1.55% | 17,806 | Trimmed |
| 22 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $1.7M | 1.18% | 47,788 | Added |
| 23 | DVYE | ISHARES INC | $1.7M | 1.17% | 48,626 | Trimmed |
| 24 | ESGU | ISHARES TR | $1.6M | 1.14% | 11,529 | Trimmed |
| 25 | EELV | INVESCO EXCH TRADED FD TR II | $1.6M | 1.10% | 56,231 | Added |
Source: SEC Form 13F filings · as of 2026-03-31