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Japan Smaller Capitalizaion Fund shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Japan Smaller Capitalizaion Fund (JOF) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Japan Smaller Capitalizaion Fund

Tip: Access up to 7 years of quarterly data

All positions including Japan Smaller Capitalizaion Fund held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Japan Smaller Capitalizaion Fund by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $216k 20k 10.90
2024-12-31 $300k 39k 7.67

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
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Apple (AAPL)
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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Microsoft Corporation (MSFT)
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Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

Top funds holding Japan Smaller Capitalizaion Fund

Allspring Global Investments Holdings
City of London Investment Management Company
1607 Capital Partners
Lazard Asset Management
Saba Capital Management
Karpus Investment Management
Morgan Stanley
Bank of America Corporation
Almitas Capital
Pekin, Singer Strauss Asset Management
Mraz, Amerine & Associates
Altium Capital Management
Colony
LPL Financial
Barry Investment Advisors

View all funds holding Japan Smaller Capitalizaion Fund