Skip to content
Disclosery

Industrial Alliance Investment Management Inc.

Follow

13F filer, CIK 1630798, QUEBEC, Quebec, Canada

Industrial Alliance Investment Management Inc. reported $125,373,000 across 6 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-09.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001641172-25-009377

Period
2025-03-31
Reported value
$125M
Holdings
6
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QQQadded+11,281$5.29M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYreduced-1,464-$819K
IEURreduced-12,292-$739K
VTIreduced-674-$185K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001641172-25-009377, largest first. % of portfolio is the value over $125,373,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,465 shares; 2024Q4: 148,102 shares; 2025Q1: 159,383 shares 159,383$74.7M59.61%+11,281Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,348 shares; 2024Q4: 68,001 shares; 2025Q1: 67,327 shares 67,327$18.5M14.76%-674Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,241 shares; 2024Q4: 23,974 shares; 2025Q1: 22,510 shares 22,510$12.6M10.04%-1,464Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,190 shares; 2024Q4: 94,190 shares; 2025Q1: 94,190 shares 94,190$8.53M6.8%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,206 shares; 2024Q4: 95,873 shares; 2025Q1: 95,873 shares 95,873$5.82M4.64%0Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,283 shares; 2024Q4: 98,656 shares; 2025Q1: 86,364 shares 86,364$5.2M4.14%-12,292Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001641172-25-009377 base2025-05-09acceptance time not in the bulk data set