Industrial Alliance Investment Management Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Industrial Alliance Investment Management Inc. reported 6 stock positions worth $148.7 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 63.6% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 13.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 8.8%). Compared with Q1 2025, it added to 2 and reduced 2. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +8%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- QUEBEC, A8
- CIK
- 0001630798
- Portfolio Value
- $148.7M (Q2 2025)
- SEC Filing
- 0001641172-25-022166 ↗ filed Aug 5, 2025
Holdings Value
Holdings 6 stocks · $148.7M
| QQQ Invesco QQQ Trust Series 1 | 63.59% | 171,402 | $94.6M | Add +7.5% |
| VTI VG Morningstar TS MKT ETF-US | 13.68% | 66,906 | $20.3M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 8.84% | 21,269 | $13.1M | Reduce -5.5% |
| VNQ Vanguard Real Estate ETF | 5.64% | 94,190 | $8.4M | No change |
| VEU Vanguard Ftse All-World Ex-U | 4.33% | 95,873 | $6.4M | No change |
| IEUR iShares Core MSCI Europe ETF | 3.92% | 88,002 | $5.8M | Add +1.9% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $212.5M | QQQ, VTI, SPY, VNQ, VEU |
| Q1 2026 | 8 | $167.3M | QQQ, VTI, SPY, VNQ, VEU |
| Q4 2025 | 8 | $176.2M | QQQ, VTI, SPY, VNQ, VEU |
| Q3 2025 | 6 | $165.7M | QQQ, VTI, SPY, VNQ, VEU |
| Q2 2025 | 6 | $148.7M | QQQ, VTI, SPY, VNQ, VEU |
| Q1 2025 | 6 | $125.4M | QQQ, VTI, SPY, VNQ, VEU |
| Q4 2024 | 6 | $128.7M | QQQ, VTI, SPY, VNQ, VEU |
| Q3 2024 | 15 | $196.3M | SPY, QQQ, VEU, VTI, VNQ |
| Q2 2024Amended | 15 | $176.3M | SPY, QQQ, VEU, VTI, VNQ |
| Q1 2024Amended | 5 | $138.9M | SPY, QQQ, VEU, VNQ, IEUR |